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For business owners and entrepreneurs, business is always personal.
Whether you are starting, growing or exploring a transition of your business, we can help you along the way.

Our Comprehensive Approach to Advising Business Owners

At BNY Mellon Wealth Management, we have over 200 years of experience working with business owners and entrepreneurs.  Our team of advisors has the tools and expertise to develop comprehensive solutions that address your personal financial objectives and family dynamics, as well as issues specific to your business.


Insights for Business Owners

May 2022

Six Key Business Value Drivers

Identifying key value drivers in your business will help you allocate time, resources and capital to the areas of your business that will contribute the most to delivering long-term shareholder value.


March 2023

Transferring Business Interest in an Innovative Way

A prominent clothing company founder transferred the assets of his business in an innovative, tax-efficient fashion. Find out how he did it.



    Reducing the Tax Impact on the Sale of Your Business


    Thoughtful tax, trust and estate planning and business succession strategies provide the greatest opportunity to maximize legacy economic wealth for business owners.


    Ready to grow your business? Speak to our team.