Individuals and Families

For more than two centuries, BNY Mellon has applied its wealth management expertise to meeting the needs of financially successful individuals and families. Our deep resources and personalized approach deliver the power of a global leader with the care and commitment of a small firm.

We draw upon leadership in all wealth management disciplines, offering a range of resources few firms can match. Recognized as innovative since our founding in 1784, our practices are grounded in experience and have guided clients successfully through times of prosperity and uncertainty.

We thoughtfully integrate our capabilities in a way that makes sense for each client, continually expanding our resources to meet future client needs. Our capabilities include

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