Wealth & Estate Planning

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.

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.

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.

Gain access to next generation planning to ease the wealth transfer process with productive conversations and a bespoke approach to your family.