By offering a secure and efficient method of exchanging and validating information, blockchain technology could have a tremendous impact on the global economy.Read More
If you missed our webinar on the Tax Cut Bill, the replay is now available. Listen as our experts share their insights on what made it into the final bill and what the possible implcations could be for your wealth plans and financial goals.Read More
We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.Learn More
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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
We offer a full range of investment, custody, and reporting services tailored specifically to the needs of non-profits nationwide.Learn More
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.
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.
On December 20, after much deliberation, the final version of the tax cut bill has passed Congress and now awaits the president’s signature. Of primary interest to family law practitioners is Section 11051 of the legislation, which repeals the alimony deduction provided under Section 215 of the Internal Revenue Code, and the requirement under Sections 61(8) and 71 that alimony income be included in the payee’s income.
BNY Mellon Wealth is proud to partner with the Alliance of Merger and Acquisition Advisors for their annual Winter Conference. The conference brings together prominent CPA’s, M&A advisors and private equity investors from throughout the country.
BNY Mellon Wealth Management is honored to support the excellent work of the Naples Children & Education Foundation by sponsoring the Naples Winter Wine Festival.
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.