Vision

Looking in new directions without losing sight of client needs

How Do Businesses Raise Capital?

Jared Weinman

A successful funding round can make or break a company. A thorough understanding the process of raising outside capital, and the funding sources available, is essential.

How Companies Can Do Well by Giving Back

In Partnership With WSJ Custom Studios

Corporate donations rose to $20.77 billion in 2017, helping charitable giving in the U.S. cross the $400 billion mark for the first time. For companies, the rewards are both financial and personal.

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How Family Businesses Can Avoid the Wealth Transfer Trap

In Partnership with WSJ. Custom Studios

An estimated $8.8 trillion will be passed down to Gen X and millennials by 2027. But research shows that 70% of families lose their wealth by the second generation and 90% lose it by the third. Why?

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Strategy

Strategic insights to help you achieve the right outcomes

Top Stories

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Catherine M. Keating Appointed CEO of BNY Mellon Wealth Management, Effective July 9, 2018

BNY Mellon today announces the appointment of Catherine M. Keating as Chief Executive Officer of BNY Mellon Wealth Management and member of the Executive Committee, BNY Mellon's senior-most governing body.

Jun 7, 2018

Contributors

Great wealth management minds, thinking ahead

Joan Crain

Joan Crain is a senior director for BNY Mellon Wealth Management. As a global wealth strategist, Joan works closely with wealthy families and their advisors to provide comprehensive wealth planning.   Joan joined the firm in 2001 and has more than 25 years of experience working with large multi-generational families. She specializes in multinational planning, business succession, family governance and philanthropy. She is frequently invited to speak to clients and professional groups such as the American Bar Association, the American Institute of CPAs, STEP and numerous estate planning councils throughout the United States.

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