An estimated 70% of families lose their wealth by the second generation. An estimated 90% of families lose their wealth by the third generation

Protect What is Most Important

At BNY Mellon Wealth Management, we combine sound investment management with advanced planning techniques like irrevocable life insurance trusts and intentionally defective grantor and grantor-retained annuity trusts to substantially increase after-tax wealth for our clients. Protect your assets at one of the safest financial institutions in the world. {1}

Build Your Legacy With Active Wealth

Protect is just one of the five practices in our Active Wealth approach that we use to ensure our clients can build a legacy that stretches across market cycles and spans generations.

Learn More About Active Wealth
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Learn How to Protect Your Legacy

  • Disclosure

1. Global Finance Magazine’s Ranking of the World’s Safest Commercial Banks, Nov. 2020.