A Client-First Culture

Vision

Navigating the Market in 2019

At our recent client event, Chief Investment Officer Leo Grohowski and Dan Clifton, Partner and Head of Policy Research at Strategas, gave investors a sense of what might be in store for the markets in 2019.

Strategy

Replay: 2019 Heckerling Highlights Webinar

Listen to the replay of the Heckerling Highlights Webinar, where BNY Mellon Wealth Management's Jere Doyle shared key issues discussed by experts at the 53rd Annual Heckerling Institute on Estate Planning.

Strategy

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.

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

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

Vision

What You Need to Know About Sustainable Wine Collecting

There is no widely accepted standard for what constitutes "sustainable" when it comes to wine growing, but there is an emerging set of best practices meant to help consumers navigate this ambiguous territory.

Strategy

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.

Vision

How Companies Can Do Well by Giving Back

In Partnership With WSJ Custom Studios

Corporate donations rose to $20.77 billion in 2017, helping charitable giving in the U.S. cross the $400 billion mark for the first time. For companies, the rewards are both financial and personal.

Connect

Our latest events and sponsorships

STEP Orange County’s Institute on Tax, Estate Planning and the World Economy

Feb 4 - 5
2019

Newport Beach, CA
BNY Mellon Wealth Management is pleased to support STEP Orange County’s 8th Annual Institute on Tax, Estate Planning and the World Economy. National Wealth Strategist, Justin Miller, will present on the Secrets of Successful Families; how transferring family values along with wealth is important for a lasting legacy.

Learn More

State Bar of Nevada Family Law Conference

Feb 28 - Mar 1
2019

Bishop, CA
BNY Mellon Wealth Management is pleased to sponsor the 30th annual Family Law Conference hosted by the State Bar of Nevada. Senior Wealth Strategist, Boryana Zamanoff, will present.

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.