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
BNY Mellon Wealth Management Webcast Series
2020
National
Join us for a weekly webcast series to experience the latest insights and expert advice across our five essential Active Wealth practices. On May 21, Jeff Lunglhofer, Chief Information Security Officer for BNY Mellon will share insights on navigating personal and professional cybersecurity in our current environment.
Weekly Economic and Market Webcast
2020
National
As the situation with global pandemic continues to evolve, join us for a weekly call series discussing recent developments, their impact on the markets and our recommended positioning.
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.