Individuals and Family Offices

A Legacy of Stability and Direction

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.


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

Data and Analytics

By managing trillions in assets, we have unparalleled access to data from the largest liquidity pools in the world—and richer insights. Insights we offer to our clients to help them make better decisions and create more value across every interaction.

Investment Management

Our investment management model brings to clients the best of both worlds: specialist expertise from eight world-class investment firms offering solutions across major asset classes, backed by the strength, scale and proven stewardship of BNY Mellon.

Securities Services

Our investment operations network seamlessly connects BNY Mellon’s investment services with the industry’s best-of-breed integrations—offering you a resilient, scalable, plug-and-play solution. With a broader, deeper and more comprehensive platform, we connect you to a robust investment ecosystem that supports your business at every stage.

Wealth Management

At BNY Mellon Wealth, we look at wealth management from every angle.  That's why our comprehensive Active Wealth approach includes five essential practices: investing, borrowing, spending, managing, and protecting. So we can strengthen your overall wealth plan while ensuring you protect and provide for the future you want.

Ready to talk about what's next? 

Ready to talk about
what's next?