Our Thinking

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

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.

Investment Update: Where Will We Go from Here?

Jeff Mortimer, CFA, Director of Investment Strategy

While markets may be choppy in coming months, we remain bullish on equities and believe the market is correctly signaling sustained economic growth ahead.

Strategy

6 Tips for Building Generational Wealth Through Real Estate

In partnership with Forbes

How a targeted real estate strategy can help high-net-worth families grow generational wealth.

Strategy

Lasting Legacy: Key Strategies to Preserve Wealth

In partnership with Forbes

Preserving your wealth and building a financial legacy for your family requires a keen understanding of your priorities, and applying these key strategies.

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

How to Grow Your Wealth by Creating a Budget That Breathes

In partnership with Bloomberg Media Studios

Developing a dynamic spending strategy helps ensure that spending doesn’t cut into long-term plans.

Advice for Business Owners

Visit our business owner experience

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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