We fully understand the complex issues and constantly changing requirements that are unique to family offices. Our extensive experience with first generation and multigenerational families, along with the offices that serve them, enables us to anticipate client needs and align our resources and advice accordingly.
For 230 years, we have helped families build, manage, and preserve their wealth. Among the first of its kind established in the United States, our Family Office Services group is a dedicated unit providing sophisticated, specialized resources designed for the family offices and advisors we serve.
Our capabilities are designed and managed specifically for wealthy families by our dedicated Family Office Services organization. During our long history of protecting, preserving, managing and servicing family wealth, we have refined and expanded these resources and the expert knowledge we are able to apply to each unique situation.
Jeff Mortimer of BNY Mellon Wealth Management applies an old lesson of planning for the “just-in-case" scenario to investing.Read the Article
We use our exceptional resources and highly skilled people to provide wealth management solutions to individuals, families, family offices and institutions.Visit Our Wealth Management Site
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