Family Office Services

Through our Family Office Services group, we apply the best thinking of our organization to the specialized needs of our clients. Recognized as innovative since our founding, our services are grounded in centuries of experience yet informed by deep insights and commitment to the needs and challenges of today’s family offices and multi-family offices.

Each relationship is led by a senior relationship manager and supported by a dedicated team, ensuring a breadth of relevant expertise and attention to every client need. Leveraging the capabilities of BNY Mellon Wealth Management and BNY Mellon’s institutional investment management and investment servicing resources, this dedicated manager and team thoughtfully integrate our solutions to best serve the unique needs of each client.

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Named both top national asset manager and top private bank for family offices.

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NEWS

Jeff Mortimer on CNBC’s Squawk on the Street

Wealth Management’s Jeff Mortimer discusses the recent resilience of the market. Have we shifted in sentiment?

Leo Grohowski Visits Bloomberg

How much are the markets paying attention? On BNN Bloomberg, Wealth Management’s Leo Grohowski discusses his outlook for the markets when taking volatility and recent fed remarks into consideration.

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Our Thinking

Preparing Your Children for Their Inheritance

Many wealthy parents worry about how best to prepare their children for their inheritance. With the right help, it's possible to foster financial maturity without creating a sense of entitlement.

Strategies for Maximizing Your Social Security Benefit

For married couples and divorced individuals, there are many factors and potential strategies to consider.

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