The Private Bank of
The Bank of New York

Wealth & Estate Planning

Designed exclusively for wealthy individuals and families, our wealth and estate planning practices are enriched by decades of experience. Our specialized expertise in these areas ensures that clients benefit from in-depth resources and unmatched advice. In drawing upon this expertise, we create focused strategies and solutions for every client.

Our wealth planning professionals are experts in their fields, offering clients the peace of mind that we have met challenges similar to theirs for many other clients. In addition, they are experienced in forming strong relationships with attorneys, accountants and other trusted advisors, ensuring a comprehensive solution to any need. Our wealth and estate planning services include:

Fiduciary services
Wealth protection and transfer
Philanthropy
Asset-specific analysis and planning
Estate settlement and administration
Family governance