A Client-First Culture | BNY Mellon Wealth Management

BNY Mellon Active Wealth Accelerator

Introducing the Active Wealth Accelerator, an interactive tool that takes you through a series of questions about our five Active Wealth practices, evaluates your wealth strategy, and shares customized recommendations and articles, helping you to gain a clearer understanding of your financial potential.

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Strategy

2021 Year-End Tax Checklist

With so many potential tax changes ahead, it’s time to make sure you’re checking all the boxes on things you can do to protect your wealth.

Strategy

The Modern Family Bank

The Family Bank model is increasingly being used for innovative financing strategies, as individuals sell their businesses and leverage new profits to lock in cheap capital.

Our Services

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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Non-Profits & Pensions

We 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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Our Events

Learn more about upcoming events

CPA Academy Webcast: IRAs, Qualified Plans, and Divorce

Nov 11
2021

Virtual

The CPA Academy Webcast: IRAs, Qualified Plans, and Divorce will feature how to divide an IRA income tax-fee in a divorce under Section 408(d)(6) of the Internal Revenue Code and the hidden issues often undiscussed around this process. Jere Doyle, Senior Estate Planning Strategist, will also cover the unique rules involved in dividing qualified plan benefits in a divorce, the tax ramifications to the participant, and the “alternate payee.” The session also covers the concept of a qualified domestic relations order and the conflicting rules for IRAs and qualified plans when a participant neglects to change a beneficiary after a divorce.

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Financial Times Investing for Good USA Virtual Conference

Dec 2
2021

Virtual

BNY Mellon Wealth is proud to collaborate with the Financial Times for their Investing for Good USA conference. Institutional investors, asset managers, foundations, family offices, social entrepreneurs and others will come together virtually to discuss the potential for sustainable investing to accelerate global recovery—and what policies, measurement metrics and other tools need to be in place to maximize the impact of these fund flows.

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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.