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 from Business Owners
Get the Most From Your Board of Directors
Taking steps to ensure your board is well-designed, well-informed and properly engaged will reap significant benefits for your company's shareholders and management team.
Estate Tax Strategies for Business Owners
It's critical that business owners leaving a large estate behind devise a plan that anticipates every eventuality and utilizes all the tools available to them.
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