BNY Mellon Wealth | A Client-First Culture | BNY Mellon Wealth Management

Strategy

The Importance of a Strong Foundation

Jeff Mortimer

In Jeff Mortimer's September 2018 Investment Update, rather than look at this bull market's extraordinary age, he prefers to focus on the fundamentals, which appear to remain strong.

Strategy

Eight Critical Tax Considerations for Divorcing Couples

Remembering these eight critical considerations can help divorcing spouses avoid the costly and frustrating tax consequences that result from poor planning.

Strategy

The Importance of Early Investment Discussions in Charitable Remainder Trusts

Lindsey Glode; Michael Daley

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.

Discover

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.

Learn More

Advisors to Individuals & Families

We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.

Learn More

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.

Learn More

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.

Learn More

Experience

What to expect as our client

Experience

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.

Research

Our expertise at work

Strategy

Protecting Your Gift Annuity Program From "Underwater" Gifts

David Hohler, John J. Monahan

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.

Strategy

Managing Your Trusts in Divorce

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.

Strategy

Understanding Key Metrics for a Healthy Charitable Gift Annuity Pool

Crystal Thompkins

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.

Connect

Our latest events and sponsorships

CFA Institute Diversity & Inclusion Conference

Sep 20 - 21
2018

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.

Learn More

Exit Planning Institute Summit

Sep 24 - 25
2018

Nashville, TN
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.

Learn More

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.