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Vision

Looking in new directions without losing sight of client needs

Vision
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.

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Vision

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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Strategy

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

Strategy
Avoid the Pitfalls of Improper Asset Titling

A well-thought-out asset titling strategy can minimize your exposure to taxes and ensures that your wishes are carried out in the simplest and most efficient way possible.

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Strategy
Bitcoin, Blockchain and the Future of Digital Currency

By offering a secure and efficient method of exchanging and validating information, blockchain technology could have a tremendous impact on the global economy.

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Strategy
What's Better: Buying a Home With Cash, or Taking Out a Mortgage?

Are you thinking of paying cash up front for your next home? If so, you may want to reconsider. Taking out a mortgage can actually be more beneficial for your overall financial situation.

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Vision

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.
Strategy

Using Credit to Build and Maintain Your Wealth

Are there benefits to taking out a loan? There are times when an effective use of credit is the best way to seize an opportunity.

Vision

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.

Top Stories

Stay connected with our wealth management newswire

News

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
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News
Aug 8, 2018

Eric Czepyha in the Providence Business News

Head of Private Business Advisory Eric Czepyha discusses how corporate tax law changes have helped create a favorable climate for corporate mergers and acquisitions.
News
Jun 18, 2018

Wealth Manager Richard Davis-Lowell Opens Up About Pushing for Change in the Corporate World

Richard Davis-Lowell sat down with the San Francisco Business Times to discuss how his activism with the LGBTQ community has been a through-line in his financial services career and in his philanthropy, which focuses on supporting the next generation of activists through the Horizons Foundation.

News
May 8, 2018

BNY Mellon Renews Presenting Sponsorship with Head Of The Charles Regatta Through 2022

The Head Of The Charles Regatta today announced that it has renewed its partnership with BNY Mellon, extending the investment management leader’s role as Presenting Sponsor and Official Investment & Wealth Management Sponsor for five years.

Contributors

Great wealth management minds, thinking ahead

Featured Contributor
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.

See articles by Joan
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