Our Services

The types of clients we serve and the services we offer

Our Events

Learn more about upcoming events

Kasner Estate Planning Symposium

Oct 7 - 8


The 17th Annual Jerry A. Kasner Estate Planning Symposium is the premiere virtual event for estate planning professionals. Created in honor of Jerry A. Kasner, the Symposium offers attendees the opportunity to learn, earn continuing education credits, interact and receive timely information about key issues related to the estate planning community. BNY Mellon Wealth is proud to sponsor this conference and continue to support the Kasner Symposium

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Head of the Charles Regatta 2021

Oct 23 - 24

Boston, MA

BNY Mellon Wealth is proud to sponsor the Head of the Charles Regatta, an event that has welcomed the world's best crew teams to the Charles River for the ultimate two-day rowing competition.

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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.