Our Services
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.
We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.
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.
We offer a full range of investment, custody and reporting services tailored specifically to the needs of non-profits and pensions nationwide.
Our Events
Learn more about upcoming events
The American College of Trust and Estate Counsel Annual Meeting
2022
Manchester Grand Hyatt, San Diego
BNY Mellon Wealth is proud to sponsor The American College of Trust and Estate Counsel (ACTEC) Annual Meeting. The American College of Trust and Estate Counsel, ACTEC, is a national organization of more than 2,400 lawyers and law professors that includes a peer elected membership by demonstrating the highest level of integrity, commitment to the profession, expertise and experience as trust and estate counselors.
The American College of Trust and Estate Counsel Fall Meeting
2022
Fairmont San Francisco
BNY Mellon Wealth is proud to sponsor The American College of Trust and Estate Counsel (ACTEC) Fall Meeting. The American College of Trust and Estate Counsel, ACTEC, is a national organization of more than 2,400 lawyers and law professors that includes a peer elected membership by demonstrating the highest level of integrity, commitment to the profession, expertise and experience as trust and estate counselors.
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.