At this late stage of the bull market, with valuations of many asset classes near or above their long-term averages, active management is more important than ever.
We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.
We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.
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.
We offer a full range of investment, custody and reporting services tailored specifically to the needs of non-profits and pensions nationwide.
BNY Mellon Wealth Management is pleased to participate in the 2020 Nexus USA Summit, a conference that convenes more than 250 next generation philanthropists, impact investors and social innovators.
BNY Mellon Wealth Management is thrilled to partner with Northeastern University for a conversation on value creation and how it fits into the current business and financial landscape. Wealth Management CEO, Catherine Keating, will be joined in a fireside chat with innovation pioneer, Dr. Curt Carlson.
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.