Remembering these eight critical considerations can help divorcing spouses avoid the costly and frustrating tax consequences that result from poor planning.Read More
Having detailed discussions early can help prevent confusion and frustration well into the future, setting the stage for a long and beneficial relationship between the non-profit and its donor.Read More
We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.Learn More
We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.Learn More
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.Learn More
We offer a full range of investment, custody and reporting services tailored specifically to the needs of non-profits and pensions nationwide.Learn More
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.
Effective management of underwater gifts helps issuers of gift annuities to protect their reputations as responsible stewards and to cultivate future gifts from their donors.
Your trusts may not seem like a high priority when you're getting a divorce, but it's important to thoroughly review your plan with your advisors to avoid any unforeseen problems.
Charitable gift annuity programs can benefit donors and non-profits alike, but there are risks associated with them. Analyzing key metrics can help organizations mitigate those risks and promote a successful gift annuity program.
San Francisco, CA
BNY Mellon Wealth Management is proud to be a part of this year’s Diversity and Inclusion Conference by the CFA Institute. Marg Franklin, President of BNY Mellon Wealth Management Canada will moderate a panel on Cultivating Diversity as Part of Company Culture.
BNY Mellon Wealth Management is proud to be the presenting sponsor of this year’s Exit Planning Summit. Eric Czephya, Head of Private Business Advisory Services will present the conference’s keynote address.
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.