The 2024 edition of our 10-Year Capital Market Assumptions (CMAs) offers our projections for asset class returns, volatilities and correlations over the next decade. This yearly exercise helps in shaping the design of our investors’ long-term portfolios.
The approach of the end of the year means end-of-year tax planning, which for many includes finalizing annual charitable contributions. This presents an opportunity for nonprofits to engage donors and help them complete their gifts by December 31.
Realize your goals by coordinating the right strategy, resources and support. As our personal circumstances change and external influences transpire, effective wealth planning is sustained through diligent management, the highest fiduciary standards of service and proactive counsel.
Confidently navigate the unpredictable and unexpected. We’re ready to guide you on the journey, tailoring your financial solutions with integrity.
Wealth Protection & Transfer
Access a range of strategies, which include estate planning, tax efficient wealth transfer, multi-generational wealth, offshore trusts, and business succession.
With BNY Mellon, your charitable gifts not only serve recipients well, but also remains aligned with your strategic, philanthropic and financial goals.
Asset-Specific Analysis & Planning
Navigate financial challenges with the help of our team, which has experience in planning across a full spectrum of needs, including navigating concentrated equity risk, parsing private market investments, and developing custom hedging strategies.
Estate Settlement & Administration
We offer the necessary resources and expertise to ensure estates are managed to maximize value while minimizing the burden on family and heirs.
Build effective, long-term plans and decision-making processes with our help to sustain family wealth for future generations.
Family Wealth Fundamentals
Gain access to next generation planning to ease the wealth transfer process with productive conversations and a bespoke approach to your family.