Family Office

A family office is more than just a cost-effective way to manage assets

By facilitating intergenerational communication and decision-making, a family office can provide the flexibility necessary to preserve family wealth well into the future.

At BNY Mellon Wealth Management, our experts are prepared to answer your most pressing questions about family offices:

How do I set up a family office?
Which custody model is right for my family office?
How can our private family trust company (PFTC) manage audit and regulatory risks?

Explore our full range of capabilities to learn how we can serve your family office.

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Strategy

Key Considerations When Creating a Family Office

Philip Tedeschi, Joan Crain

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.

Strategy

Keeping a Private Family Trust Company Compliant

In order to avoid audit and regulatory risks, a private family trust company needs to have a variety of important policies and procedures in place to ensure it complies with best practices and applicable laws.

Strategy

Three Keys to Sustaining Family Wealth

Joan Crain

By not clearly detailing their intentions or preparing their children to receive the family's wealth, parents risk outcomes that will meaningfully erode the value of their estate.

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