We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.Learn More
We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.Learn More
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
We offer a full range of investment, custody, and reporting services tailored specifically to the needs of non-profits nationwide.Learn More
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.
Global reporting requirements for financial affairs continue to evolve, impacting families with assets and family members in different countries. What do you need to know to ensure your family is compliant?
Now that Republicans control the White House and Congress, we could see the first significant tax reform in 30 years. But what might such reform include?
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.
St. Paul, MN
BNY Mellon Wealth Management is pleased to support the 43rd Annual Probate & Trust Law Section Conference. BNY Mellon Wealth Management's wealth planning experts Pam Lucina and John Welsh will be on hand to present That’s Not What Mom or Dad Wanted: The Role of Settlor’s Intent in Long-Term Trusts. If you’re attending, please join Pam and John on June 13 at 8-9am.
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.