We specialize in wealth planning during divorce. We utilize a proven, confidential process to review a client’s financial situation before, during and after a divorce to identify what we believe is the best position for the changing circumstances.
In our pre-settlement review, our professionals uncover important financial issues, including hidden stock concentrations, portfolio risks, unnecessary costs and tax issues. With these factors in mind, we provide solutions and strategies that clients and their advisors find essential in helping to achieve a solid plan for their financial future.
Wealth management revolves around successful planning. At BNY Mellon Wealth Management, planning is carried out through each of the five practices within our Active Wealth framework: investing to maximize compounding; borrowing strategically; spending dynamically; managing taxes; and protecting legacy. To learn more about BNY Mellon Wealth Management’s Active Wealth practices or Family Law advisory capabilities, please contact your relationship manager or visit bnymellonwealth.com.
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. Trademarks and logos belong to their respective owners.
BNY Mellon Wealth Management conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.
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