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

Protect

 

Protect the value of your families’ assets through changing circumstances

 

Harness

 

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

 

Extend

 

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

 

Evolve

 

Evolve through constant adaptation to support long-term investment success

 

OUR SERVICES

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.

INSIGHTS

NOVEMBER 2023

Utilizing Private Banking in Family Offices

Banking solutions can help family offices meet their liquidity and credit needs, while pursuing long-term goals.

Read More Insights from BNY Mellon Wealth Management

 

Read our latest thought leadership and insights.

Contact Us

 

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