BNY Mellon Wealth | A Client-First Culture | BNY Mellon Wealth Management

Strategy

Democrats Take Control of the U.S. House of Representatives

Investors have been paying close attention to the U.S. midterm elections, which have now come to a close. As markets anticipated, the Democrats took control of the House of Representatives while the Republicans maintained their control of the Senate.

Strategy

Key Considerations When Creating a Family Office

Philip Tedeschi, Amantha Butler, Joan Crain

A family office is more than a cost-effective solution to managing great wealth. When done properly, it provides customized services and support that fosters a shared experience of wealth stewardship.

Strategy

Selling Your Business: Preparing for the Impact on Your Constituents

Eric Czepyha

Proactively addressing the potential impact of selling your business with your key constituents can increase the likelihood of a successful transaction and diffuse potential disagreements along the way.

Discover

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.

Learn More

Advisors to Individuals & Families

We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.

Learn More

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.

Learn More

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.

Learn More

Experience

What to expect as our client

Experience

A Client-First Culture

We do things a little differently at BNY Mellon Wealth Management. Here, we have a commitment to serving clients, not selling products–a client-first approach that has led to industry-leading client satisfaction rates.

And while we're proud of those results, it’s our client retention rates that matter most to us. Those sustained relationships can only be earned over time–and they’re what allow us to create not just richer lifetimes, but enduring legacies.

Research

Our expertise at work

Strategy

Managing Your Concentrated Positions

Don't leave all your eggs in one basket for too long. Having too much of your assets invested in a single stock can have a devastating impact on your wealth.

Strategy

Life After Selling Your Business: What's Next?

Brian Luster

Finding purpose after a sale is never easy, but with time and a little work, each individual can wake up every day to a fulfilling life.

Strategy

An Alternative Approach to Understanding Risk

Bruce Stewart

Knowing what to expect from your investments starts with understanding risk and reward. With so many tools at our disposal, what is the best way to measure risk?

Connect

Our latest events and sponsorships

AAML National 2018 Annual Meeting

Nov 7 - 10
2018

Chicago, IL
BNY Mellon Wealth Management is a proud sponsor of the 2018 AAML National Annual Meeting, bringing together the premiere leaders and fellows in the practice of family law.

Learn More

Global Family Office Investment Summit

Nov 10 - 12
2018

Dubai, EUA
BNY Mellon Wealth Management is honored to participate in the 7th Global Family Office Investment Summit in Dubai. Senior Wealth Director Giambattista Atzeni, will present at the summit, known as one of the world’s largest and most exclusive gathering of family wealth.

Learn More

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.