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
Nexus USA Summit
2020
Washington, D.C.
BNY Mellon Wealth Management is pleased to participate in the 2020 Nexus USA Summit, a conference that convenes more than 250 next generation philanthropists, impact investors and social innovators.
A Night of Value Creation at Northeastern University
2020
Boston, MA
BNY Mellon Wealth Management is thrilled to partner with Northeastern University for a conversation on value creation and how it fits into the current business and financial landscape. Wealth Management CEO, Catherine Keating, will be joined in a fireside chat with innovation pioneer, Dr. Curt Carlson.
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.