Vision

Looking in new directions without losing sight of client needs

2018's Most Important Trends in Wine

It's never been a better time to be a wine enthusiast. With an ever-expanding volume of information at our fingertips, there are more opportunities to discover, acquire and enjoy a greater diversity of wines than ever before.

Ridge Powell’s Perspectives on Disruptive Technology

Through private equity and active management, investors have the opportunity to capitalize on new technologies that could disrupt the marketplace.

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Four Tips for Building and Maintaining Your Art Collection

Brian Lang, curator of BNY Mellon's extensive art collection for over two decades, has some tips for collectors interested in pursuing their passion for art.

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Strategy

Strategic insights to help you achieve the right outcomes

Top Stories

Stay connected with our wealth management newswire

BNY Mellon Wealth Management Scores Top Marks for Client Satisfaction

BNY Mellon Wealth has once again achieved high client satisfaction scores, receiving a 96 percent satisfaction rating on its 2017 client feedback survey.

Dec 19, 2017

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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