2019 Outlook: A Year of Transitions

Leo Grohowski

We believe 2019 will be a year of transitions. Slower global growth and the fading of financial liquidity will require a more balanced and diversified approach to investing as we enter the next phase of this long expansion.

Bonds: 2018 Year-End Review & 2019 Outlook

John Flahive

While the volatility and noise created by news headlines can be distracting, investors should stay focused on their long-term investment plan and the role fixed income can play within a well-diversified portfolio.

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Key Considerations When Creating a Family Office

Philip Tedeschi, Amantha Butler, Joan Crain

A family office is more than a cost-effective solution to managing great wealth. When done properly, it provides customized services and support that fosters a shared experience of wealth stewardship.

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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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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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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

Heckerling Institute on Estate Planning 2019

Jan 13 - 18

Orlando, FL
BNY Mellon Wealth Management will be returning as a gold level sponsor at the 53rd Annual Heckerling Institute on Estate Planning, the leading educational conference for estate planning professionals including attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and nonprofit advisors.

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AAML (Southern California) Trial Advocacy Institute

Jan 18 - 21

Newport Beach, CA
BNY Mellon Wealth Management is proud to sponsor AAML Southern California’s Annual Trial Advocacy Institute which brings together judicial officers, business leaders, forensic accountants and Fellows of the American Academy of Matrimonial Lawyers to explore the complexity of executive compensation in family law trial work.

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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.