Family Office Services

BNY Mellon has helped families build, manage and preserve their wealth for more than two centuries. Our heritage includes establishing the first dedicated family office organization in the United States.

Today, our Family Office Services group is one of the largest in the world, providing expansive resources, knowledge and proficiencies.

Our goal is to be the preeminent provider of customized solutions for family offices by delivering

• The highest caliber client service and relationship management professionals, backed by expert wealth planning and financial management strategists
• The strength of a global leader with an award-winning global custody platform and industry-leading technology and reporting capabilities
• Exceptional asset management capabilities, including customized tax-managed equity, enhanced cash and tax-exempt bond portfolios, and access to world class institutional investment strategies
• A tradition of innovation and significant intellectual capital gained from helping generations of families build and preserve great wealth

Our capabilities include

• Investment management
• Wealth and estate planning
• Private banking
• Asset servicing and information management