Our Services
The types of clients we serve and the services we offer
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.
Our Events
Learn more about upcoming events
Economic and Market Webcast
2020
Virtual
As the situation with the global pandemic continues to evolve, join us for a webcast series discussing recent developments, their impact on the markets and our recommended positioning.
The Metropolitan Opera Guild Virtual Soiree
2020
Virtual
BNY Mellon Wealth is proud to sponsor this online gala will celebrate the 25th anniversaries of the Met debuts of four honorees: Stephanie Blythe, Christine Goerke, Denyce Graves, and Patricia Racette.
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.