Family Offices

Our Family Office Group has been dedicated exclusively to serving the unique needs of family offices and ultra-high net worth families across the globe for over 45 years. Backed by the deep resources of BNY Mellon, our experienced professionals provide access to custody, investment, banking and fiduciary solutions and advice to help our clients grow and preserve wealth across generations.

Considering a family office? Explore our article on the Key Considerations When Creating a Family Office.

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Exceptional family offices deserve exceptional services. Reach out to learn how we might best serve yours.

The Best of Both

Your family office can benefit from our leadership expertise in both institutional asset management and wealth management.

First and Lasting

As one of the nation’s first family office advisors, we offer experience that spans all family office structures and growth stages, from emerging offices to established entities to multi-generational configurations.

Unparalleled Expertise

You leverage the resources of one the world’s largest family office service providers, drawing on time-tested investment management, wealth management, family education, governance, and custody know-how.

11th

Largest US Wealth Manager.1

96%

Percentage of clients who responded they were "more than satisfied" with BNY Mellon Wealth Management.2

$259b

We are among the top financial institutions in the world when it comes to private-client assets under management.3

  • 1

    Barron's, 2018

  • 2

    BNY Mellon Wealth Management's 2018 Client Satisfaction Survey

  • 3

    As of June 30, 2019

Becoming a Family Office client
Related Articles

Exceptional family offices deserve exceptional services.

Reach out to learn how we might best serve yours.