Several factors affected the planned giving landscape in 2018. While we cannot state with certainty the impact of these factors on new planned gift activity, the downward trend in gifts continued from prior years.
We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.Learn More
We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.Learn More
Among the first of its kind in the nation, our Family Office services feature industry-leading resources and expertise for family offices and their financial interests.Learn More
We offer a full range of investment, custody and reporting services tailored specifically to the needs of non-profits and pensions nationwide.Learn More
We do things a little differently at BNY Mellon Wealth Management. Here, we have a commitment to serving clients, not selling products–a client-first approach that has led to industry-leading client satisfaction rates.
And while we're proud of those results, it’s our client retention rates that matter most to us. Those sustained relationships can only be earned over time–and they’re what allow us to create not just richer lifetimes, but enduring legacies.
Fred Kamel, President of Accommodations Plus International, believes that being in touch with your clients can reveal “real wisdom” that leads to success.
Mary Meduski, President and CFO of Tierpoint and Cequel III, talks about the confidence necessary to start from scratch, find the right partner and make a difference in an industry.
San Diego, CA
BNY Mellon Wealth Management is thrilled to participate in an event hosted by Outstanding in the Field, the group that brings high-quality restaurant experiences to the outdoors. The culinary experience will take place on an actual dock, highlighting the work of the fishermen right at their place of business.
BNY Mellon Wealth Management is thrilled to participate in an event hosted by Outstanding in the Field, the group that brings high-quality restaurant experiences to the outdoors. The culinary experience will take place at a waterfront location with panoramic views of the San Francisco Bay.
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.