Now Available: 2024 Investment Insights for Single Family Offices, Enhancing Family Wealth
Based on extensive research conducted earlier this year, this report examines the interests, concerns and intentions of investment decision-makers from 189 of the world’s largest family offices. Get your copy today.
Global Family Office: A Distinguished History and Dedicated Practice
Today, our Global Family Office practice is one of the largest in the world, with over 300 clients. The experience we’ve gained over decades enables us to anticipate the unique needs of our clients and build on their achievements. If there’s a secret to our success, however, it’s our commitment to collaboration.
A Reputation Built on Trust
With over $46 trillion in assets under custody, BNY is the world’s largest custodial bank, touching approximately 20 percent of the world’s investable assets. For over 240 years, we have been adapting to change—helping guide our clients through times of both growth and contraction. Our stability has contributed to us being named as a Globally Systematically Important Bank or G-SIB. With just 29 in the entire world, it’s not just a designation, it’s an honor.
A Nuanced Understanding of the Family Office
Family office executives have a clear mandate: Grow a family’s wealth now and protect it for the future. To increase their efficiency and effectiveness, many choose to partner with external wealth advisors. BNY Wealth Global Family Office is ready to help with everything from specialized investment management and fiduciary expertise to global custody, consolidated reporting and private banking.
Here For You at Every Stage
Regardless of whether you’re an emerging family office or a multigenerational one, we have the resources and expertise to address your most difficult challenges. We also can help you anticipate—and avoid—potential obstacles down the road. It’s no wonder our relationships with clients are often measured in decades.
A Comprehensive Array of Family Office Services
Each of our financial solutions can be personalized to fit your family office’s needs.
Additional Family Office Services
Few institutions understand the complex needs of wealthy families and their family offices better than we do.
Some of the services we offer include family governance, philanthropic advisory, technology consulting and trust planning. We also offer educational resources that include everything from financial education and leadership development to family succession planning, along with cyber, physical and personal risk best practices.
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