Individuals and Family Offices

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A Legacy of Stability and Direction

Since inception, BNY Mellon has helped individuals, families and family offices navigate times of uncertainty and change. Today, we offer clients expert, comprehensive advice across five wealth management practices—invest, borrow, spend, manage and protect. Our unique BNY Mellon Active WealthSM approach is grounded in a deep understanding of who we serve and has resulted in highly satisfied, loyal clients whose relationships with us span generations.

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An Approach Based on Your Ambitions

We understand the real-life implications of our clients’ lifestyles and ambitions. That’s why we deliver practical advice, expert analysis and a discipline-based approach that make it easy for clients to manage their wealth.


A Shared Intelligence


We offer advice and solutions across investment management, custody, estate planning and private banking, while harnessing the insights of our global investment boutiques.


Intuitive Tech


Our user-friendly technology and tools make it easy to visualize and understand planning options and potential outcomes.

Solutions for Individuals and Family Offices

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