A Client-First Culture | BNY Mellon Wealth Management

Crypto and Cybersecurity: Wealth Planning in a Time of Rapid Disruption

In partnership with Bloomberg Media Studios

Whether you’re weighing an investment in crypto or trying to protect your wealth from the growing scourge of cyber scams, fundamental principles of wealth management should still help guide your decisions.

Strategy

Preparing for Tax Hikes: Plan But Don’t Panic

As the administration looks to fund a new multitrillion-dollar economic package, there is a strong probability of at least some tax hikes ahead. Here’s a look at what could happen and how to mitigate potential increases.

Strategy

One Year Later: A Time to Forget, But Lessons to Remember

Jeff Mortimer, CFA, Director of Investment Strategy

In the darkness and confusion of the COVID-19 crisis, some long-term investing principles have prevailed.

Our Services

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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Non-Profits & Pensions

We offer a full range of investment, custody and reporting services tailored specifically to the needs of non-profits and pensions nationwide.

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Our Events

Learn more about upcoming events

Heckerling Institute on Estate Planning Virtual Summit

May 3 - 6
2021

Virtual

BNY Mellon Wealth is proud to sponsor the 55th Annual Heckerling Institute Conference the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all attendees.

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Bloomberg Wealth Summit

May 4
2021

Virtual

BNY Mellon Wealth is proud to be the presenting sponsor of the Bloomberg Wealth Summit is a virtual event designed to provide private investors, family offices, and financial advisors actionable intelligence and news they can use. The virtual conference will unearth insights and shed light on some of the most vexing questions, and surprising opportunities, in wealth management.

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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.