Wealth Management

We use our exceptional resources and highly skilled people to provide wealth management solutions to individuals, families, family offices and institutions.

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BNY Mellon Wealth Management

At BNY Mellon Wealth Management, meeting and exceeding client expectations is the basis of our success and our reputation. We’ve built our organization around our clients’ needs, focusing on what serves, not what sells, and demonstrating trust and integrity in every action we take on our clients’ behalf. These measures have led to the success that matters most to us: highly satisfied clients and enduring client relationships, across market cycles and generations.

Industry Insights

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Disconnect Between Wall Street and Main Street

In Jeff Mortimer’s June Investment Update he discusses the disconnect between stocks and the economy and what the market may be signaling.

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Lender, Hellman and the Deduction of Family Office Operating Expenses

A management company that has a qualified staff of employees, accepts fees for individualized services and is largely independent should be able to make the case that it is entitled to deduct its operating expenses.

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2020 Outlook: A Time for Action

At this late stage of the bull market, with valuations of many asset classes near or above their long-term averages, active management is more important than ever.

Latest News and Our Thinking



Global Family Philanthropy: Exploring Key Considerations for Giving Across Borders

This paper by the Council on Foundations, BNY Mellon, and Give2Asia explores the opportunities and challenges that face global families as they seek to conduct cross-border philanthropy.


Our Thinking

Bonds: 2019 Year-End Review & 2020 Outlook

The need to maintain exposure to a stable, income producing, tax-sensitive asset class with an emphasis for liquidity remains prominent as we navigate a potentially much more volatile environment.

Will the SECURE Act Impact Your Retirement Plan?

Several provisions of the Act are worth highlighting, as they could have an impact on your ability to grow assets, manage taxes and protect retirement assets.

IDGTs provide wealthy individuals a powerful planning tool in their effort to maximize assets for the next generation.


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