Four Key Points in the Latest Republican Tax Proposal

While it will take months for Congress to negotiate a final tax bill, the framework laid out in this proposal gives us a sense of what to expect. Here are four key points we'll be keeping an eye on.

Investment Update: The Increasing Attractiveness of International Equities

Jeff Mortimer

Strong economic and earnings growth abroad are making international equities appear more attractive than they have in years. Jeff Mortimer's October Investment Update takes a closer look at whether it's time to add exposure to international.

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Chief Investment Officer Outlook with Leo Grohowski

Listen to the replay of our webinar featuring Leo Grohowski, Chief Investment Officer for BNY Mellon Wealth Management, where he shares his latest market views and insights on how investors can best position themselves for what’s ahead.

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

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What to expect as our client

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.


Our expertise at work


Our latest events and sponsorships

ACTEC Fall Meeting

Oct 19 - 22

Nashville, TN
BNY Mellon Wealth Management welcomes the opportunity to sponsor the American College of Trust and Estate Council’s Fall Meeting and to support this informational exchange for leading trust and estate legal professionals.

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53rd Annual Head of the Charles Regatta

Oct 21 - 22

The Charles River, Boston/Cambridge, MA
BNY Mellon is honored to again be the presenting sponsor for the Head of the Charles Regatta, a two-day rowing competition that each year attracts more than 11,000 athletes, 1,700 race volunteers and tens of thousands of spectators to Boston and Cambridge.

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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.