Vision

Looking in new directions without losing sight of client needs

Preserving Your Family Legacy With Strategic Philanthropy

Avery Tucker Fontaine

We'll show you how establishing a strategic, flexible and functional approach to philanthropy can help ensure long-term family unity and legacy preservation.

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.

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Investing for a Disruptive Future

Ridge Powell

Technological advances are pointing toward a future in which markets are subject to rapid and continuous change. This presents new challenges for investors, but also new opportunities.

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Strategy

Strategic insights to help you achieve the right outcomes

Top Stories

Stay connected with our wealth management newswire

A heritage of stability, strength and success

BNY Mellon Wealth Management’s corporate parent also aims to deliver the very best to our clients. Our 2016 Annual Report demonstrates that long and proud tradition.

Mar 15, 2017

Contributors

Great wealth management minds, thinking ahead

Jere Doyle

Jere Doyle is an estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon. He has been with the firm since 1981. Jere provides wealthy individuals and families throughout the country with integrated wealth management advice on how to hold, manage, and transfer their wealth in a tax efficient manner.

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