Our Thinking

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

Write It Down: The Importance of Documenting Wishes

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While traditional estate planning typically covers the tax efficient transfer of financial assets, guidance is often missing regarding the equally important insights into the family's legacy and wishes.

Strategy

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

Economic and Market Webcast: Investment Analysis and Strategy

As the situation with the global pandemic continues to evolve, join us for a webcast series discussing recent developments, their impact on the markets and our recommended positioning.

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.

Strategy

The Estate Tax Drill-Down

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Being proactive about estate planning can uncover a wealth of opportunities for tax efficiency.

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.

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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