At BNY Mellon Wealth Management, we fully understand the complex issues and constantly changing requirements that are unique to family offices. Our extensive experience with first generation and multigenerational families—along with the offices that serve them—enables us to anticipate client needs and align our resources and advice accordingly.

Our capabilities are designed and managed specifically for wealthy families. During our long history of building and preserving family wealth, we have refined and expanded these resources and the expert knowledge we are able to apply to each unique situation.


Wealth Management Disclaimer

Our Thinking

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Top U.S. Private Bank and Top Private Bank Serving Family Offices

Diverse Companies are Designed for Success

By incorporating diversity into their overall investment strategy, investors will have a new avenue to pursue market returns, as well as reinforce their commitment to a social cause.
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Client Access

BNY Mellon provides you with the tools you need to monitor and manage your assets. Through our innovative and intuitive technology, including investment portals, mobile trading platforms, transactional apps and more, you can access assets right at your fingertips.
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The Cost of Comfort

Diverse Companies are Designed for Success

By incorporating diversity into their overall investment strategy, investors will have a new avenue to pursue market returns, as well as reinforce their commitment to a social cause.

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