Wealth & Estate Planning

The 49ers have made an investment in their future. At BNY Mellon,
our wealth managers would like to help you do the same.

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Our perspective

Strategy

Preparing Your Children for Their Inheritance

Many wealthy parents worry about how best to prepare their children for their inheritance. With the right help, it's possible to foster financial maturity without creating a sense of entitlement.

Strategy

Take Advantage of Year-End Planning Opportunities

It's a good time to take stock of how a portfolio may have changed over the last year, and to look for opportunities to strengthen the portfolio going forward.

Capabilities

Learn more about our capabilities

Whether you want to plan for retirement, sell your business, transfer wealth to the next generation or leave a philanthropic legacy, our experts can help.

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