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

CEO Catherine Keating on Bloomberg TV

At the Milk Institute’s Global Conference, CEO Catherine Keating spoke with Bloomberg TV’s Carol Massar about the growing interest in private equity investing, the resilience of the current bull market and the increasing significance of women investors in the wealth industry.

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Our Thinking

Assembling Your Divorce Team

To be effective, your team should have a deep understanding of your financial situation, family structure and long-term goals.

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.

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