Overview

Transferring wealth is not always easy. For you and your family, it may be difficult to communicate effectively about wealth, and sometimes it can be overwhelming to engage the next generation on financial issues. Next-generation family members have grown up with broader opportunities, fueled by information technology, increased diversity and global connectivity. However, traditional education has yet to provide them with the necessary tools to understand wealth and handle it responsibly.

 

BNY Mellon offers clients comprehensive advice around engaging the next generation, designed to alleviate concerns over wealth transfer and facilitate conversations on finances. We tailor our solutions to each family, combining interactive and guided conversations, web resources and other educational tools. This custom framework helps to create a thorough understanding of your family’s financial resources across generations. 

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A Comprehensive Approach to Wealth Transfer

Successful trust and estate planning increasingly rests on building a different kind of intrafamilial trust.

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The Modern Family Bank

The Family Bank model is increasingly being used for innovative financing strategies. Learn how this model is being used today to start new ‘family businesses’.

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