Overview

Escrow arrangements offer a perfect solution when you and another party require property such as cash, securities, real estate or insurance policies, to be held by a third party until certain conditions are met. The goal is to minimize risk, ensure financial obligations get met and safeguard assets throughout the process.

Our comprehensive escrow capabilities offer reliability, cost-efficiency and expedience, delivered with a commitment to exceptional service. We lend our expertise to a range of escrow agreements, providing individual attention and proactive participation throughout the lifecycle of the agreement.

Ready to develop your wealth management strategy? Let’s chat.

Third-Party Escrow Services

1031 Tax-Deferred Exchanges

  • Third-Party Escrow Services

    BNY Mellon Wealth Management’s escrow capabilities are reliable, cost efficient and backed by a commitment to outstanding service. With extensive experience in many forms of escrow agreements, we’re attentive to your unique needs and conduct diligent follow-through for each transaction, remaining fully engaged throughout the lifecycle of the agreement.

  • 1031 Tax-Deferred Exchanges

    1031 tax-deferred exchange services support real estate investors and business owners seeking tax-advantaged strategies for the sale of appreciated investment property. Investors are able to diversify and expand their real estate investment portfolios while deferring capital gains and depreciation recapture taxes on the sale of existing property.

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Fall Outlook 2022

Brace for a major reset of earnings expectations as the Fed intensifies its battle against inflation and the risk of a hard landing increases.

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Investment Update: Hopes for a Fed Pivot Premature

Alicia Levine, Head of Equities and Capital Markets Advisory Markets have rallied on hopes that lower inflation will prompt the Federal Reserve to change direction and cut rates in 2023. We think expectations of an imminent Fed pivot may be too optimistic.

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