Our Thinking

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

The Value of Advice

Our ability to protect and grow wealth through customized advice has brought us the success we care about most: highly satisfied, loyal clients whose relationships with us span generations.

Strategy

Wealth Planning: Preparing for Change

In the current environment, investors should develop their planning strategies and review key documents to address the potential impact of tax policy changes.

Strategy

How Family Offices Can Strengthen Next Gen Relationships

In partnership with Institutional Investor Thought Leadership Studio

Communication, education, fostering positive family dynamics and an early start are key.

Strategy

Second Homes: Buy, Sell or Transfer?

Although housing prices have surged, investors should still consider borrowing at today’s low rates to buy a second home.

Strategy

Crypto and Cybersecurity: Wealth Planning in a Time of Rapid Disruption

In partnership with Bloomberg Media

Whether you’re weighing an investment in crypto or trying to protect your wealth from the growing scourge of cyber scams, fundamental principles of wealth management should still help guide your decisions.

Strategy

Case Study: Should you Pay Off your Mortgage after Selling your Business?

Strategic borrowing can be a valuable tool for investors seeking to take advantage of short-term opportunities without hindering their ability to achieve their long-term goals. See how integrating investment and leverage strategies can amplify long-term wealth

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.

LEARN MORE

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

Want to Know More?

Discover how we can help you. Complete our contact form and we’ll connect you with an expert who can discuss your needs.