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.

I consider myself
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

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.

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.