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

Strategy

Midterm Elections: A Search for the Perfect Political Recipe

Jeff Mortimer

In his June Investment Update, Jeff Mortimer discusses the stock market’s anticipation of and reaction to the midterm election, whether this midterm election cycle may be unique, and how he expects markets will react based on the various outcomes.

Strategy

Eight Critical Tax Considerations for Divorcing Couples

Remembering these eight critical considerations can help divorcing spouses avoid the costly and frustrating tax consequences that result from poor planning.

Strategy

Quarterly Investment and Economic Teleconference - Replay

On Thursday, June 14th our BNY Mellon investment experts and Rebecca Braeu, Head of Sovereign Credit and Strategy for Standish discussed what’s in store for investors during the second half of the year, potential risks and how to navigate opportunities and challenges. Did you miss the teleconference? The replay is available here until August 13th.

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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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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

Four Tips for Building and Maintaining Your Art Collection

Brian Lang, curator of BNY Mellon's extensive art collection for over two decades, has some tips for collectors interested in pursuing their passion for art.

Strategy

Selling a Business: Preparing for the Windfall

There are no hard-and-fast rules on what to do with the wealth from a business sale — it's more of an art than a science. But careful planning is key to ensuring a successful transition.

Strategy

The Importance of Early Investment Discussions in Charitable Remainder Trusts

Lindsey Glode; Michael Daley

Having detailed discussions early can help prevent confusion and frustration well into the future, setting the stage for a long and beneficial relationship between the non-profit and its donor.

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Our latest events and sponsorships

Colorado Bar Estate Planning Retreat

Jun 7 - 9
2018

Beaver Creek, CO
BNY Mellon Wealth Management is a proud sponsor of the Colorado Bar Estate Planning Retreat and is the Platinum Sponsor of the Welcome Dinner.

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Women’s Forum of New York 2018 Elly Awards Luncheon

Jun 18
2018

New York City, NY
BNY Mellon Wealth Management is a proud sponsor of the Women’s Forum of New York, a network of leaders in arts and business and their annual Elly Awards Luncheon.

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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.