Our Thinking

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

Strategy

Developing a Spending Strategy

In Partnership With WSJ. Custom Studios

Having a firm grasp of your financial assets shouldn't stop at the other side of the ledger.

Strategy

Staying the Course: Planned Giving in Uncertain Times

Crystal Thompkins, David Hohler

To help mitigate against the risk of making impulsive, short-term decisions in a volatile market environment, it is important for organizations to monitor and maintain focus on the long-term goals for planned gifts. The following steps can help to ensure sound fiduciary practices and perhaps turn uncertainty into opportunities.

Strategy

From Giving to Impact

In Partnership With WSJ. Custom Studios

Wealthy families are thinking bigger about how to improve their communities — and the world. The question is: where to start?

Strategy

Coronavirus Relief Bill: What Will It Mean for the Economy and Markets?

We continue to encourage investors to remain disciplined to their long-term investment strategy so they can participate fully in the eventual market rebound.

Strategy

Six Ways to Increase Your Tax-Efficiency

Here are six ways you can optimize your tax plan to ensure you're not leaving any money on the table.

Strategy

Federal and State Tax Deadline Updates

The IRS has announced that federal income tax filing and payment deadlines have been extended to July 15, 2020. Many states have already announced new deadlines for their state income tax filings and payments, as well.

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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