Wealth and Estate Planning

BNY Mellon is a recognized leader in wealth and estate planning. For more than two centuries, we have managed complex wealth challenges by drawing on a breadth of sophisticated capabilities and maintaining a commitment to the highest fiduciary standards.

There are few wealth challenges we have not seen — or helped to solve.

Our collaborative approach means that we share our technical knowledge and deep experience with our clients' other advisors and thoughtfully apply our resources to further each client's goals.

Our comprehensive wealth and estate planning services include

• Fiduciary services – a commitment to the highest standards in trust administration to help meet each client's wealth and estate planning goals
• Wealth protection and transfer – capabilities and advice to successfully protect and transfer wealth
• Philanthropy – charitable giving strategies aligned with investment objectives, to serve personal goals while supporting the organizations and causes that matter most to each client
• Asset-specific analysis and planning – experience in all asset types and income sources to help realize the full potential of each client's wealth
• Estate settlement and administration – technical capabilities and close personal attention, to preserve estate values while minimizing the burden on family and heirs
• Family governance – experience and insights to address the challenges faced by families with significant wealth.

Look to BNY Mellon for innovation, integrity and the experience to meet today's complex wealth and estate planning challenges.