Our Thinking

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

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

What You Need to Know About Sustainable Wine Collecting

There is no widely accepted standard for what constitutes "sustainable" when it comes to wine growing, but there is an emerging set of best practices meant to help consumers navigate this ambiguous territory.

Strategy

From Philanthropy to Social Investment: A New Way of Giving

Avery Tucker Fontaine

As philanthropists come to think of themselves as social investors, non-profits must also redefine themselves as "for-purpose" institutions that can aid in identifying opportunities across the investment spectrum.

Strategy

Preparing Your Children for Their Inheritance

Many wealthy parents worry about how best to prepare their children for their inheritance. With the right help, it's possible to foster financial maturity without creating a sense of entitlement.

Strategy

How to Make Tax-Deductible, Charitable Donations of Artwork

Where will your art collection end up? Will you pass it on to heirs, or will you donate it to a charity? If you want to donate art and take a tax deduction, make sure the donation meets IRS criteria.

Strategy

Pre-Immigration Tax Planning: Permanently Moving to the U.S.

Joan Crain

When considering a move to the U.S., those with substantial wealth should engage with competent, experienced advisors who are familiar with the ins and outs of U.S. tax law and can provide advice that makes the transition as easy as possible.

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

News

Stay connected with our wealth management newswire

News

Jeff Mortimer visits CNBC's Squawk on the Street

BNY Mellon Wealth Management's Director of Investment Strategy Jeff Mortimer discusses what he's watching as earnings season gets underway on CNBC's Squawk on the Street.

Oct 15, 2019

News

Oct 31, 2019

BNY Mellon Wealth Management Names Shaun M. Skeris as Senior Client Strategist in Newport Beach, CA

BNY Mellon Wealth Management has named Shaun Skeris as a Senior Client Strategist in Newport Beach, CA. Skeris will be responsible for acquiring and advising high net worth and family office clients, reporting directly to Regional President Carla Furuno.

News

Oct 9, 2019

BNY Mellon Wealth Management Names Rick Calero as Head of Lending and Deposits

BNY Mellon Wealth Management has named Rick Calero as Head of Lending and Deposits. As the leader of BNY Mellon Wealth's banking business, Rick will be responsible for creating a strategy that will facilitate growth in what is a critical component of the firm's overall client offering.

News

Sep 22, 2019

Wealth Strategist Kathleen Stewart discusses retirement with Barron's

What is "the 4% rule" and why is it outdated? Wealth Strategist Kathleen Stewart sat down with Barron's Cheryl Munk to discuss retirement myths and more.

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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