Global Lessons to Assist in Preparing for Possible Estate Tax Repeal

Pam Lucina, Joan K. Crain, Justin Miller, John Welsh

Tax reform is likely on the horizon, but a repeal of the estate tax will not eliminate the need for careful wealth and estate planning.

January Investment Update

Jeff Mortimer

In Jeff Mortimer’s latest Investment Update he discusses our expectations for 2017, what they mean for your portfolio and the importance of considering all aspects of the market when investing for the long term.

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Wealth Planning for Americans Abroad: Income Taxes, Deductions & Exclusions

Joan Crain and Myriam Soto

A growing number of Americans share the desire to live and work overseas. But without careful planning, U.S. citizens and permanent residents risk incurring excessive taxation.

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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

Heckerling Institute on Estate Planning

Jan 9 - 13

Orlando, Florida
BNY Mellon Wealth Management is honored to again be a Platinum-level sponsor of the premier conference for estate planners. If you’re attending, please stop by and see us.

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Naples Winter Wine Festival

Jan 27 - 29

Naples, Florida
As Auction Day Sponsor, BNY Mellon Wealth Management welcomes the opportunity to support the Naples Winter Wine Festival and the excellent and meaningful work of the Naples Children & Education Fund.

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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.