Five Tips for Preserving the Value of Your Haute Couture
Your couture collection isn't just something you take pleasure in — it's also an asset. Failing to take this into account when making decisions about your wealth and estate plans can have serious financial consequences.
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Pre-Immigration Tax Planning: Permanently Moving to the U.S.
When considering a move to the U.S., those with substantial wealth should engage with competent, experienced advisors who are familiar with the ins and outs of U.S. tax law and can provide advice that makes the transition as easy as possible.
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The types of clients we serve and the services we offer
We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.
Learn MoreWe offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.
Learn MoreAmong 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 MoreWe 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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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.
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Our latest events and sponsorships
Foundation for Art and Preservation in Embassies Annual Events
2018
Washington, D.C.
BNY Mellon Wealth Management is a proud sponsor of the Foundation for Art and Preservation in Embassies and their panel discussion focusing on, Why Is Art Necessary?
100 Women in Finance
2018
Hamilton, Bermuda
BNY Mellon Wealth Management is a proud participant in the education series from 100 Women in Finance focusing on Putting Investors First. Our own Margaret Franklin, President of BNY Mellon Wealth Management Advisory Services, Canada will be the featured speaker.
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.