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Investments

2024 Capital Market Assumptions

The 2024 edition of our 10-Year Capital Market Assumptions (CMAs) offers our projections for asset class returns, volatilities and correlations over the next decade. This yearly exercise helps in shaping the design of our investors’ long-term portfolios.

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Investments

2023 Year-End Fundraising Checklist

The approach of the end of the year means end-of-year tax planning, which for many includes finalizing annual charitable contributions. This presents an opportunity for nonprofits to engage donors and help them complete their gifts by December 31.

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Our Wealth Management Services in Seattle

Our Seattle office is the BNY Mellon Wealth Management hub for the Pacific Northwest. Our team of seasoned professionals have an impressive amount of industry experience spanning a broad range of wealth management services. They include customized wealth planning, with a focus on business owner transitions, virtual and traditional family offices, nonprofits and complex trusts. Our team also holds advanced financial planning degrees, with specializations in tax, estate, investment and business transition/exit planning. We are proud of our strong client commitment, limiting the number of clients we work with to ensure personal relationships and providing a high-touch client experience. All of which results in unmatched client retention.

Contact

Office Phone:
(206) 664-8800

Address

1201 Third Avenue
Suite 5010
Seattle, WA 98101

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Office Hours

Mon - Fri: 8:30 AM-5:00 PM PT

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IN THE SEATTLE COMMUNITY

We support the Puget Sound Deal Network. Its mission is to connect and empower early- and mid-career business advisory professionals through inclusive networking and professional development opportunities, relationship building, knowledge-sharing and deal collaboration. Its purpose is to educate one another and foster the development of the next generation of business advisory leaders in the region.

 

ACTIVE WEALTH

 

 

 

Our comprehensive Active Wealth framework helps you sustain and build wealth in the shifting market environment. Learn how to implement a dynamic approach to wealth management that consists of investing, borrowing, spending, managing taxes and costs, and protecting wealth for future generations.1

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OUR SOLUTIONS IN SEATTLE

 

Wealth Management
Our Active Wealth approach helps our clients achieve long-term financial success that stretches across market cycles and spans generations. Our comprehensive support empowers our clients to stay focused on what’s important to them and confidently navigate the unpredictable and unexpected.
Banking & Lending
Benefit from a personalized approach to your banking and credit needs, fully integrated with your wealth management strategy that reflects your unique tax, financial and personal circumstances.
Fiduciary Services
Dedicated fiduciary services professionals with deep expertise in trust structures and services provide trust planning, consultation, implementation, and administration. We also manage communication with family members, beneficiaries, and advisors, remaining objective as we help you achieve objectives.
Family Office Services
We deliver solutions and advice to help family office clients and their advisors preserve family wealth for generations to come. Clients have unbundled access to world-class investment management, custody solutions, sophisticated estate planning, fiduciary support, and top-tier private banking.
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1The Average Investor Value of $63.7M is derived by growing a $20m portfolio by 5.9% per year for 20 years. 5.9% is the average return experienced by mutual fund investors, as calculated by Dalbar in their 2021 report. Utilizing rebalancing, asset allocation, asset location, objective driven investing and staying invested a portfolio could increase their growth rate by 1.7% to 7.6% and grow their portfolio to $87.5M vs the average investor portfolio of $63.7M.

This material is provided for illustrative/educational purposes only. This material is not intended to constitute legal, tax, investment or financial advice. Effort has been made to ensure that the material presented herein is accurate at the time of publication. However, this material is not intended to be a full and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation. The Bank of New York Mellon, DIFC Branch (the “Authorised Firm”) is communicating these materials on behalf of The Bank of New York Mellon. The Bank of New York Mellon is a wholly owned subsidiary of The Bank of New York Mellon Corporation. This material is intended for Professional Clients only and no other person should act upon it. The Authorised Firm is regulated by the Dubai Financial Services Authority and is located at Dubai International Financial Centre, The Exchange Building 5 North, Level 6, Room 601, P.O. Box 506723, Dubai, UAE. The Bank of New York Mellon is supervised and regulated by the New York State Department of Financial Services and the Federal Reserve and authorised by the Prudential Regulation Authority. The Bank of New York Mellon London Branch is subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. The Bank of New York Mellon is incorporated with limited liability in the State of New York, USA. Head Office: 240 Greenwich Street, New York, NY, 10286, USA.  In the U.K. a number of the services associated with BNY Mellon Wealth Management’s Family Office Services– International are provided through The Bank of New York Mellon, London Branch, One Canada Square, London, E14 5AL. The London Branch is registered in England and Wales with FC No. 005522 and BR000818.  Investment management services are offered through BNY Mellon Investment Management EMEA Limited, BNY Mellon Centre, One Canada Square, London E14 5AL, which is registered in England No. 1118580 and is authorised and regulated by the Financial Conduct Authority. Offshore trust and administration services are through BNY Mellon Trust Company (Cayman) Ltd.  This document is issued in the U.K. by The Bank of New York Mellon. In the United States the information provided within this document is for use by professional investors.  This material is a financial promotion in the UK and EMEA. This material, and the statements contained herein, are not an offer or solicitation to buy or sell any products (including financial products) or services or to participate in any particular strategy mentioned and should not be construed as such. BNY Mellon Fund Services (Ireland) Limited is regulated by the Central Bank of Ireland BNY Mellon Investment Servicing (International) Limited is regulated by the Central Bank of Ireland. Trademarks and logos belong to their respective owners. BNY Mellon Wealth Management conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. ©2023 The Bank of New York Mellon Corporation. All rights reserved.