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

From Giving to Impact

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

Strategy

2020 Mid-Year Outlook: Economic Recovery and the Election

Leo Grohowski

Chief Investment Officer Leo Grohowski discusses the economic recovery underway following the COVID-induced shutdown and what it may mean for the markets in the months ahead.

Strategy

Bonds: 2020 Mid-Year Review and Outlook

John F. Flahive, CFA, Head of Fixed Income Investments

Despite our expectations for limited opportunities and lower total return in the fixed income markets, we remind clients that a high quality, well diversified, actively managed portfolio, in combination with other fixed income strategies, will continue to play an important role during these uncertain times.

Strategy

Securing Your Assets at BNY Mellon

The safety of client securities is of paramount importance to us at BNY Mellon Wealth Management.

Strategy

Donor Relations During and After the COVID-19 Crisis: Frequently Asked Questions

Avery Tucker Fontaine

In this unprecedented time, we advise both families who want to support their communities and the non-profits doing the hard work of responding to this crisis across all sectors.

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

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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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