Lasting Legacy: Key Strategies to Preserve Wealth
Preserving your wealth and building a financial legacy for your family requires a keen understanding of your priorities, and applying these key strategies.
We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.
We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.
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.
We offer a full range of investment, custody and reporting services tailored specifically to the needs of non-profits and pensions nationwide.
ACTEC Summer Meeting
BNY Mellon Wealth Management is proud to sponsor the ACTEC Summer Conference. ACTEC (American College of Trust and Estate Counsel) is a nonprofit association of lawyers and law professors skilled and experienced in the preparation of wills and trusts; estate planning; and probate procedure and administration of trusts and estates of decedents, minors and incompetents.
Mid Year Tax Update Webinar
BNY Mellon Wealth Management invites you to attend a virtual mid-year tax conversation reflecting back on the first half of 2021 and what to expect for the remainder of the year. Following the release of the Biden administration’s American Families Plan, our experts Jere Doyle, Sr. Vice President & Estate Planning Strategist and Julie Alcala, Sr. Wealth Strategist, will review proposed policies, discuss potential tax implications, and share our best thinking around planning strategies and solutions. Registration details can be found below.
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.