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Vision

Looking in new directions without losing sight of client needs

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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Vision

Are Collectibles a Good Investment?

Collectibles offer investors the opportunity to combine their personal passions with the potential for financial return. Yet, there are some unique risks involved. Here is what you need to know before getting started.

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Vision

Diverse Companies are Designed for Success

By incorporating diversity into their overall investment strategy, investors will have a new avenue to pursue market returns, as well as reinforce their commitment to a social cause.

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Strategy

Strategic insights to help you achieve the right outcomes

Strategy
The Importance of Early Investment Discussions in Charitable Remainder Trusts

Lindsey Glode; Michael Daley

Having detailed discussions early can help prevent confusion and frustration well into the future, setting the stage for a long and beneficial relationship between the non-profit and its donor.

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Strategy
Key Considerations When Creating a Family Office

Philip Tedeschi, Joan Crain

A family office is more than a cost-effective solution to managing great wealth. When done properly, it provides customized services and support that fosters a shared experience of wealth stewardship.

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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

Four Ways to Protect Your Children's Trusts From Divorce

Trusts are increasingly coming under judicial scrutiny during divorce proceedings. However, there are steps you can take to help ensure your legacy will still be there for your children and grandchildren.

Strategy

Defer Capital Gains by Investing in Qualified Opportunity Funds
John Welsh, Martyn Babitz, Jared Weinman

This new tax incentive gives investors the ability to defer tax on gains from the sale of an asset if the gain is reinvested in assets located in a certified economically challenged geographic area.

Strategy

Preserve Your Legacy By Financing Life Insurance Premiums

By borrowing money to pay for the premiums, you may be able to maximize the benefit of the life insurance policy while minimizing your exposure to taxes and leaving your current investment strategy intact.

Top Stories

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News

Director of Investment Strategy, Jeff Mortimer on CNBC's Squawk on the Street

BNY Mellon Wealth Management’s, Jeff Mortimer discusses the recent resilience of the market. Have we shifted in sentiment?

Jan 10, 2019
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News
Apr 30, 2019

CEO Catherine Keating on Bloomberg TV

At the Milken Institute’s Global Conference, CEO Catherine Keating spoke with Bloomberg TV’s Carol Massar about the growing interest in private equity investing, the resilience of the current bull market and the increasing significance of women investors in the wealth industry.
News
Jan 10, 2019

Director of Investment Strategy, Jeff Mortimer on CNBC's Squawk on the Street

BNY Mellon Wealth Management’s, Jeff Mortimer discusses the recent resilience of the market. Have we shifted in sentiment?
News
Jan 8, 2019

BNY Mellon Wealth Management's Leo Grohowski Visits Bloomberg

How much are the markets paying attention? On BNN Bloomberg, BNY Mellon Wealth Management’s CIO Leo Grohowski discusses his outlook for the markets when taking volatility and recent fed remarks into consideration.

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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