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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Key Considerations When Creating a Family Office
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.
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.
Contact us today and we will connect you with an expert advisor who can tell you more about our Family Office Services.