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

Take Advantage of 2020 Year-End Planning Opportunities

From estate planning opportunities to charitable giving, a look at moves to consider as 2020 comes to a close.

Strategy

Our 2021 Capital Market Assumptions

Our annual forecast, which is based on a 10-year investment time horizon, is intended to guide investors in developing their long-term strategic asset allocations.

Strategy

Case Study: Combining Borrowing and Investing to Enhance Total Net Worth

Strategy

Tax Efficiency: Effective Strategies for the Short Term

Managing and mitigating the drag of taxes is a key component of our Active Wealth approach. Here's a look at how it can unlock value annually.

Strategy

The Best of Both Worlds: Combining Family Loans and GRATs with SLATs

Martyn Babitz, Andrew Seiken

By combining common wealth transfer vehicles with the unique opportunities of low valuations and historically low interest rates, it is possible for married couples to accomplish this "best of both worlds" planning with awareness of the right strategies and execution.

Advice for Business Owners

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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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