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50+ yrs serving family offices
400+ family office clients
15+ yrs average client tenure



Protect the value of your families’ assets through changing circumstances




Harness the data, reporting and tools you need to drive efficiency and manage risk




Extend the capabilities of your office through access to resources, expertise and best practices




Evolve through constant adaptation to support long-term investment success


Investment Servicing and Information Management

Industry-leading performance and risk analytics tools.

Investment Management

Portfolio advice and investment management across styles, strategies and asset classes.

Wealth & Estate Planning

Expertise refined over generations of managing complex wealth.

Private Banking

Customized solutions to meet liquidity and investing needs.

Fiduciary Services

Experienced corporate trustee with a modern approach.


Shifting Horizons: Insights Into How Family Offices Are Responding to Rapid Economic & Social Change


Over the past few years, the world has experienced a public health crisis, social tensions, technological disruptions and economic turbulence unseen in decades.

Read More Insights from BNY Mellon Wealth Management


Read our latest thought leadership and insights.

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Exceptional family offices deserve exceptional services. Reach out to learn how we can serve yours.