Preserving Your Family Legacy With Strategic Philanthropy

Avery Tucker Fontaine

We'll show you how establishing a strategic, flexible and functional approach to philanthropy can help ensure long-term family unity and legacy preservation.

Global Perspectives on President Trump

We spoke with members of our International Wealth Management group, including our Advisory Services group, to find out how our clients around the world are reacting to the surprise election of President Trump.

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Successful Business Transitions Start with Early Planning

Planning ahead for a future business transition and assembling a team of seasoned professionals will help ensure a smooth, successful transfer.

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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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We offer a full range of investment, custody, and reporting services tailored specifically to the needs of non-profits 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.


Our expertise at work


Our latest events and sponsorships

Hockey Humanitarian Award at The NCAA Frozen Four

Apr 7

Chicago, IL
Each year the Hockey Humanitarian Award honors good college hockey players, who also happen to be really great people! BNY Mellon Wealth Management is honored to again be presenting sponsor for the Hockey Humanitarian Award and help recognize an outstanding college hockey player who excels in stretching the mind while helping others in need have a better life.

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Radnor Hunt Races

May 20

Radnor, PA
As 2017 Presenting Sponsor, this year marks BNY Mellon Wealth Management’s 33rd year of support across the Radnor Hunt Races’ 87-year history. We are thrilled to share the day with more than 20,000 steeplechase enthusiasts and honored to support the Brandywine Conservancy in its efforts to preserve open space and clean water.

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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.