Watch the Replay: What Proposed Legislation Means for the Economy, Markets and Your Taxes


We invite you to join BNY Mellon specialists, Alicia Levine, head of equities and capital markets advisory, David Vandivier, director of government affairs, Jere Doyle, wealth and tax planning strategist, and Dan Clifton, partner and head of policy research at Strategas for a panel discussion on Monday, August 1. The panel will share the most up-to-date information on the Inflation Reduction Act of 2022, its implications, and how it may impact you.

Our Services

The types of clients we serve and the services we offer

Our Events

Learn more about upcoming events

NextGen Summer Series: Off to College, Starting on the Right Foot

Aug 11
2022

Virtual

Please join our NextGen Summer Series, four virtual sessions held throughout the summer to prepare you for the future. College is the first major step toward independence, emotionally and financially. Building healthy habits around relationship management, planning for the future and budgeting can be of great benefit in the long run. We provide you with the necessary tools for what to do before, during and after higher education. Register via the link below.

Learn More

Jerry A. Kasner Estate Planning Symposium

Sep 8 - 9
2022

Santa Clara Convention Center, Santa Clara, CA

BNY Mellon Wealth is proud to sponsor the Jerry A. Kasner Estate Planning Symposium. The annual Kasner Conference is the premier west coast estate planning conference that provides an opportunity for those with careers in estate planning to come together to share developments and innovative solutions to challenges in the field.

Learn More

Want to learn more?

Whether you are an individual or part of a Family Office or Non-Profit organization, complete our quick contact form and we’ll schedule a call to discuss your needs.