BNY Mellon Wealth | A Client-First Culture | BNY Mellon Wealth Management

Vision

Get the Most From Your Board of Directors

Eric Czepyha

Taking steps to ensure your board is well-designed, well-informed and properly engaged will reap significant benefits for your company's shareholders and management team.

Strategy

Replay: Quarterly Investment and Economic Teleconference 2018

Did you miss our Quarterly Investment and Economic Teleconference? Listen to the replay where CIO Leo Grohowski, Senior Investment Strategist Caroline Lee, and Head of Policy Research at Strategas Dan Clifton discussed the dynamics of the midterms, what history has taught us and what it may mean for investors.

Strategy

Selling Your Business: Preparing for the Impact on Your Constituents

Eric Czepyha

Proactively addressing the potential impact of selling your business with your key constituents can increase the likelihood of a successful transaction and diffuse potential disagreements along the way.

Discover

The types of clients we serve and the services we offer

Individuals & Families

We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.

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Advisors to Individuals & Families

We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.

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Family Offices

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.

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Non-Profits & Pensions

We offer a full range of investment, custody and reporting services tailored specifically to the needs of non-profits and pensions nationwide.

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Experience

What to expect as our client

Experience

A Client-First Culture

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.

Research

Our expertise at work

Strategy

Family Office Custody: Many Models, One Solution

Despite the many differences among family offices, they all need flexible, cost-effective management of their financial assets. Choosing the right custody model is key to meeting this need.

Strategy

Life After Selling Your Business: What's Next?

Brian Luster

Finding purpose after a sale is never easy, but with time and a little work, each individual can wake up every day to a fulfilling life.

Strategy

An Alternative Approach to Understanding Risk

Bruce Stewart

Knowing what to expect from your investments starts with understanding risk and reward. With so many tools at our disposal, what is the best way to measure risk?

Connect

Our latest events and sponsorships

Notre Dame Tax and Estate Planning Conference

Oct 10 - 11
2018

South Bend, IN
BNY Mellon Wealth Management is proud to support the 44th Annual Notre Dame Tax and Estate Planning Institute. The two day conference will cover a wide range of topics including estate planning for the modern family and navigating the uncertainty created by the 2017 Tax Act.

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Head of the Charles Regatta

Oct 20 - 21
2018

Boston, MA
BNY Mellon is proud to be the presenting sponsor of the 54th Annual Head of the Charles regatta, a two day rowing event that brings together collegiate and professional rowers from across the globe.

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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.