The CARES Act: Wealth Planning Opportunities

On April 3, 2020, a panel of BNY Mellon Wealth Management experts discussed the recently passed CARES Act and its potential impact on business owners.

We urge those who are well positioned in terms of lifestyle liquidity to consider whether one of the following techniques may help to further optimize their family's wealth.

If you have questions about your portfolio, we encourage you to contact your relationship managers, who are ready to offer assistance in any way possible.