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.
Read MoreCollectibles are a unique investment opportunity to combine personal passions with financial return. Yet, there are some unique risks involved. Here is what you need to know before getting started.
Read MoreThe types of clients we serve and the services we offer
We serve individuals and families, many of whom own or have sold an entrepreneurial business. They want to preserve and grow their wealth and leave a legacy for future generations. Clients come to us for sophisticated counsel and tailored solutions to help ensure their investment success.
We serve family offices and institutions, including endowments and foundations, that are typically seeking custom investment solutions, transparent recommendations, and comprehensive reporting. Whether they need a strong partner to help execute their own investment thinking, or an advisor to analyze, research and recommend a successful, long-term investment strategy, BNY Mellon Wealth Management has the expertise and resources to help clients achieve their unique goals.
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