Special Market Update: Volatility Persists But Outlook Remains Intact

Despite the increase in volatility, we believe that all the relevant indicators point to this being a much overdue correction rather than a sign of weakness in the economy.

Bitcoin, Blockchain and the Future of Digital Currency

By offering a secure and efficient method of exchanging and validating information, blockchain technology could have a tremendous impact on the global economy.

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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.

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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.

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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

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

Connect

Our latest events and sponsorships

Family Office Exchange (FOX) Private Family Trust Company Workshop

Feb 21 - 22
2018

Fort Lauderdale, FL
BNY Mellon Wealth is proud to sponsor the annual Private Family Trust Companies workshop in partnership with FOX. Pam Lucina, Executive Director of Advice, Planning and Fiduciary Services will present on building positive, long-term relationships between a trustee and beneficiary.

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High Museum Atlanta Wine Auction - Benefactor Party

Feb 25
2018

Atlanta, GA
BNY Mellon Wealth Management is a proud sponsor of the High Museum Atlanta and their 2018 Wine Auction.

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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.