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Vision

Looking in new directions without losing sight of client needs

Vision
Market Environment Looking More Favorable for Active Management

Ridge Powell, Terry Sylvester Charron

Investors often get caught up debating which is superior: active or passive management. Although both have value, we believe that all indications point to a market environment that's more favorable for actively managed solutions.

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Vision

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.

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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.

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Strategy

Strategic insights to help you achieve the right outcomes

Strategy
Family Office Custody: Many Models, One Solution

Despite the many differences among family offices, they all need flexible, cost-effective management of their financial assets. Choosing the right custody model is key to meeting this need.

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Strategy
Eight Steps to an Effective Business Transition

When considering the future sale of a business, there are many steps to consider. You've worked hard to get your business where it is today — you owe it to yourself to approach its sale deliberately.

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Strategy
Setting Expectations for Charitable Donors

Sally Rubin, Crystal Thompkins

If donors enter into a planned gift with reasonable expectations about how investments work, there are less likely to be misunderstandings or the need for difficult conversations down the road.

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Strategy

An Alternative Approach to Understanding Risk

Bruce Stewart

Knowing what to expect from your investments starts with understanding risk and reward. With so many tools at our disposal, what is the best way to measure risk?

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.

Strategy

Preparing for the Possible Estate Tax Repeal
Pam Lucina, Joan K. Crain, Justin T. Miller, John T. Welsh

Tax reform is likely on the horizon, but a repeal of the estate tax will not eliminate the need for careful wealth and estate planning.

Top Stories

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News

BNY Mellon Wealth Management Celebrates New Office Locations in Virginia and Pennsylvania

BNY Mellon Wealth Management has held grand openings for two new offices as part of its continuing growth strategy.

Apr 10, 2017
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News
Apr 7, 2017

2017 Hockey Humanitarian Award Presented to Saint Michael’s College Seniors Danny Divis and Justin McKenzie

BNY Mellon Wealth Management is the long-time presenting sponsor of the Hockey Humanitarian Award. The award is given each year to college hockey’s finest citizen — a student-athlete who makes significant contributions not only to his or her team, but also to the community-at-large through leadership in volunteerism.

News
Apr 6, 2017

Exceptional Women Leaders Discuss Sustainability and Social Impact at "Game Changers" Panel

Earth Friendly Products President & CEO and BNY Mellon Head of CSR & Social Investing discuss careers, corporate citizenship and gender equality at BNY Mellon Wealth Management event.

News
Apr 3, 2017

Investing in our Clients as a Win-Win

New technology gives Wealth Management clients a differentiated experience

Contributors

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.

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