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For business owners and entrepreneurs, business is always personal.
Whether you are starting, growing or exploring a transition of your business, we can help you along the way.

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

Taking Cues From Your Clients

Video 1: The Moments

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



    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.


    Ready to grow your business? Speak to our team.