Our Services

The types of clients we serve and the services we offer

Our Events

Learn more about upcoming events

ACTEC Summer Meeting

Jun 7 - 17
2021

Virtual

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.

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Mid Year Tax Update Webinar

Jun 17
2021

Virtual

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.

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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.