Proactive Counsel


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.

Wealth Protection & Transfer
Access a range of strategies, which include estate planning, tax efficient wealth transfer, multi-generational wealth, offshore trusts, and business succession.
Strategic Philanthropy
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.
Family Governance
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.
Ready to talk about what’s next?