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

Strategy

Staying Ahead of the Curve on Taxes

There's always something changing in the tax code. These changes can hurt, but with planning they can also present opportunities to reduce your tax bill.

Strategy

Special Report: The Road to the White House

Jeff Mortimer, CFA Director of Investment Strategy

As the end of the U.S. presidential election approaches, we take a closer look at the policy proposals of each campaign and gauge their potential impact on the economy and the financial markets

Vision

Incomplete Isn't Good Enough

Don Heberle

Client satisfaction – and delivering a superior client experience – is central to the identity and success of our wealth management business.

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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

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

5 Ways to Become a More Purposeful Investor

Opportunities are becoming hard to find, but you shouldn't give up. If you want to succeed in these challenging times, you need to take action.

Strategy

Advanced Strategies for Making Tax-Deductible Donations of Art

With these methods, you can use your art collection to leave a philanthropic legacy — and benefit from a tax deduction at the same time.

Strategy

Accidental Americans

Joan Crain and Myriam Soto

Many people with seemingly remote connections to the U.S. don't realize that they are subject to extensive tax and reporting obligations to the IRS.

Connect

Our latest events and sponsorships

ABA Section of Family Law

Oct 19 - 21
2016

Quebec City, QC Canada
BNY Mellon Wealth Management is honored to once again sponsor the Fall CLE Conference. Jere Doyle will be sharing his expertise on a panel discussing Marriage & Divorce in the Golden Years.

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Head Of The Charles® Regatta

Oct 22 - 23
2016

Boston, Massachusetts
BNY Mellon is the proud Presenting Sponsor of the 52nd Head Of The Charles^®Regatta.

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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.