Our Thinking

View all of our latest thinking on the subjects that matter most to you

Strategy

It’s Personal: HNW Investors Share Experience and Attitudes Toward Charitable Giving

Top 5 Findings from BNY Mellon Wealth Management Charitable Giving Study

Strategy

Investment Update: Waiting for a Market Bottom

Jeff Mortimer, Director of Investment Strategy

Volatility may persist, but this is the time when opportunities start to develop in equity markets.

Strategy

Alicia's Journey: Decoding the Theory of Everything for Investors

A conversation with Alicia Levine, Head of Equities, Trading and Capital Markets Advisory at BNY Mellon Wealth Management

Podcast

Your Active Wealth

BNY Mellon Investment Management

A podcast with the experts who lead our firm - and our industry - bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.

Strategy

An Opportunity to Save on Income Taxes

What are some of the benefits and risks in the election of the 83(b) approach?

Strategy

Planning Makes Perfect

Creating comprehensive strategies for privately selling your stock

Advice for Business Owners

Visit our business owner experience

Advice From Our Experts

Reducing the Tax Impact on the Sale of Your Business

Thoughtful tax, trust and estate planning and business succession strategies provide the greatest opportunity to maximize legacy economic wealth for business owners.

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Vision

Get the Most From Your Board of Directors

Taking steps to ensure your board is well-designed, well-informed and properly engaged will reap significant benefits for your company's shareholders and management team.

Strategy

Estate Tax Strategies for Business Owners

Andrew Seiken

It's critical that business owners leaving a large estate behind devise a plan that anticipates every eventuality and utilizes all the tools available to them.

Strategy

How to Make a Family Business Last Generations

In Partnership With WSJ. Custom Studios

Communication is key when you're in a family business. Failing to communicate can lead to problems with entitlement and expectations later on.

Our Management Team

The experts who lead our firm–and our industry

Our Management Team

The leaders guiding our firm’s vision and shaping our industry’s future

Our Thought Leaders

Great wealth management minds, thinking ahead

Featured Contributor

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.

Learn more about Jere

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