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Helping Family Offices Prosper for Generations

For more than 50 years, we’ve been supporting the world’s leading wealth creators and their family offices by helping them increase operational efficiencies, reduce risk and protect assets. Results like this don’t just happen. They are the product of a true working partnership that begins on day one. 

Now Available: 2024 Investment Insights for Single Family Offices, Enhancing Family Wealth

Based on extensive research conducted earlier this year, this report examines the interests, concerns and intentions of investment decision-makers from 189 of the world’s largest family offices. Get your copy today.

Global Family Office: A Distinguished History and Dedicated Practice


Today, our Global Family Office practice is one of the largest in the world, with over 300 clients. The experience we’ve gained over decades enables us to anticipate the unique needs of our clients and build on their achievements. If there’s a secret to our success, however, it’s our commitment to collaboration.



A Reputation Built on Trust


With over $46 trillion in assets under custody, BNY Mellon is the world’s largest custodial bank, touching approximately 20 percent of the world’s investable assets. For over 240 years, we have been adapting to change­­—helping guide our clients through times of both growth and contraction. Our stability has contributed to us being named as a Globally Systematically Important Bank or G-SIB. With just 29 in the entire world, it’s not just a designation, it’s an honor.



A Nuanced Understanding of the Family Office


Family office executives have a clear mandate: Grow a family’s wealth now and protect it for the future. To increase their efficiency and effectiveness, many choose to partner with external wealth advisors. BNY Mellon Global Family Office is ready to help with everything from specialized investment management and fiduciary expertise to global custody, consolidated reporting and private banking.



Here For You at Every Stage


Regardless of whether you’re an emerging family office or a multigenerational one, we have the resources and expertise to address your most difficult challenges. We also can help you anticipate—and avoid—potential obstacles down the road. It’s no wonder our relationships with clients are often measured in decades.



A Comprehensive Array of Family Office Services


Each of our financial solutions can be personalized to fit your family office’s needs.

Investment Management

At BNY Mellon, specialized investment management is at the heart of what we do for complex single family offices. By combining our world-class insights together with our global resources, we tailor unique investment solutions that will help your family office reach its goals.

Fiduciary Expertise

With over two centuries of experience as a corporate trustee, our fiduciary specialists work with you to ensure family trusts are administered the way they were intended.

Private Banking

Offering extensive cash management and credit solutions family offices need to invest and manage wealth. Sophisticated financing strategies include credit facilities to create liquidity for complex investment allocation strategies, secured and unsecured lending, hedging strategies, jumbo mortgages and more.

Global Custody & Consolidated Reporting

Get greater security and control with global custody and safekeeping of global marketable assets.








Additional Family Office Services


Few institutions understand the complex needs of wealthy families and their family offices better than we do.


Some of the services we offer include family governance, philanthropic advisory, technology consulting and trust planning. We also offer educational resources that include everything from financial education and leadership development to family succession planning, along with cyber, physical and personal risk best practices.





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This material is provided for illustrative/educational purposes only. This material is not intended to constitute legal, tax, investment, or financial advice. Effort has been made to ensure that the material presented herein is accurate at the time of publication. However, this material is not intended to be a full and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation. The Bank of New York Mellon, DIFC Branch (the “Authorized Firm”) is communicating these materials on behalf of The Bank of New York Mellon. The Bank of New York Mellon is a wholly owned subsidiary of The Bank of New York Mellon Corporation. This material is intended for Professional Clients only and no other person should act upon it. The Authorized Firm is regulated by the Dubai Financial Services Authority and is located at Dubai International Financial Centre, The Exchange Building 5 North, Level 6, Room 601, P.O. Box 506723, Dubai, UAE. The Bank of New York Mellon is supervised and regulated by the New York State Department of Financial Services and the Federal Reserve and authorized by the Prudential Regulation Authority. The Bank of New York Mellon London Branch is subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. The Bank of New York Mellon is incorporated with limited liability in the State of New York, USA. Head Office: 240 Greenwich Street, New York, NY, 10286, USA. In the U.K. a number of the services associated with BNY Mellon Wealth Management’s Family Office Services– International are provided through The Bank of New York Mellon, London Branch, One Canada Square, London, E14 5AL. The London Branch is registered in England and Wales with FC No. 005522 and BR000818. Investment management services are offered through BNY Mellon Investment Management EMEA Limited, BNY Mellon Centre, One Canada Square, London E14 5AL, which is registered in England No. 1118580 and is authorized and regulated by the Financial Conduct Authority. Offshore trust and administration services are through BNY Mellon Trust Company (Cayman) Ltd. This document is issued in the U.K. by The Bank of New York Mellon. In the United States the information provided within this document is for use by professional investors. This material is a financial promotion in the U.K. and EMEA. This material, and the statements contained herein, are not an offer or solicitation to buy or sell any products (including financial products) or services or to participate in any particular strategy mentioned and should not be construed as such. BNY Mellon Fund Services (Ireland) Limited is regulated by the Central Bank of Ireland BNY Mellon Investment Servicing (International) Limited is regulated by the Central Bank of Ireland.


BNY Mellon Wealth Management conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.


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