Our Thinking

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

Strategy

What you Need to Know About the Infrastructure Bill

Our policy specialists answer client questions about the impact of the infrastructure bill on their wealth.

Strategy

2021 Year-End Fundraising Checklist

Nonprofits have an opportunity ahead of year-end to engage donors and enhance fundraising efforts.

Strategy

Responsible Investing: Making an Impact Beyond Philanthropy

Increasing numbers of family offices are using the power of their investments to drive change.

Strategy

Role of Borrowing in Selling a Business

Tech co-founders Sam and Angela discover that borrowing strategically to pay for taxes after selling their business can potentially increase their personal wealth over the long-term.

Strategy

Our Latest Policy Pulse

The policies that come out of Capitol Hill can have significant consequences for you and your wealth. Please see below for a summary of recent developments.

Strategy

Avoid the Pitfalls of Real Estate Titling

Failing to properly title your home can lead to unintended outcomes that contradict or even override instructions left in a will.

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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