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.
TELL US A LITTLE ABOUT YOURSELF
I consider myself
I’m passionate about
Risk is something that I
choose one
.I’m passionate about
choose one
.Risk is something that I
choose one
.
Choose one
is my biggest motivator.
Insights from Business Owners
What Type of Business Owner Are You?
How We Can Serve You
Our multi-discipline team will provide you with holistic, objective advice at each stage of the business lifecycle, including:
- Business succession planning
- Wealth transfer and tax mitigation strategies
- Pre-transaction planning
- Family governance planning and next generation education
- Post-transaction investment strategy and lifestyle planning
Want to Learn More?
Contact us today for more information about how we can help, and we will connect you with one of our professionals.