Our Thinking

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

The SECURE Act: Tax and Trust Implications for Beneficiaries

Kathleen Stewart

The impact of this new law will need to be addressed as part of a well-coordinated plan in order to preserve and protect the assets for retiring individuals, family members and others.

Strategy

Lender, Hellmann and the Deduction of Family Office Operating Expenses

Jere Doyle, Joan Crain

A management company that has a qualified staff of employees, accepts fees for individualized services and is largely independent should be able to make the case that it is entitled to deduct its operating expenses

Strategy

Changing Domicile for Tax Purposes

Andrew Seiken, Joan Crain

Taking affirmative steps to move one's property and connections out of their old home is critical to avoiding undesired consequences, such as dual domicile treatment or taxation by another state.

Strategy

Smartphones are Shifting the Economic Center of Gravity

In this episode of Agents of Change, Colm McDonagh of Insight, a part of BNY Mellon Investment Management, explores how smartphones are influencing changes in retail banking, politics and debt markets in the developing world.

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.

Strategy

Strengthen Your Family Business With a Family Governance Plan

It's critical to create a framework for joint decision-making in order to effectively pass control of the family business to future generations of stakeholders.

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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