Individuals and Families

Industry-leading client service. Best in class resources. A spirit of innovation. All focused on you.

Benefit from World-Class Resources Tailored to Your World

At BNY Mellon Wealth Management, expect to receive the best of both worlds: the high-touch, one-on-one service of an investment boutique backed by the power of a large, resource-rich global firm.

Guided by your objectives, we draw on extensive in-house capabilities across all areas of wealth management, from trusts and investments to specializations such as tax and lending strategies. We consider every aspect of your balance sheet and explore every relevant option.

BNY Mellon Wealth Management clients represent some of the most successful individuals and families around the world. They often come to us for our results and reputation. But it’s our ability to deliver our capabilities consistently and individually that has brought us the success that matters most—a circle of loyal and highly satisfied clients whose strong relationships stretch across market cycles and generations.

Your Opportunities

Client Focused

Lightbulb thinking process

Recommendations driven solely by your needs and objectives, not by commissions or quotas.

globe with diamond in the middle

A dedicated wealth manager who is fully responsible for your services and satisfaction – and evaluated accordingly.

Three parallel lines with nodules

In-house teams with uncommonly low turnover rates, applying an unrivaled diversity of knowledge on your behalf.

Customized Plan

circle icon

Strategies and services aligned with your needs and aspirations – no preconceptions or prepackaged plans.

Triangle team

We manage your money—not just your account, giving you access to emerging opportunities, visibility into decisions, and control over potential risk, tax and cost implications.

circle with spokes

User-friendly technology and tools that make it easy to visualize and understand your planning options and potential outcomes.

Broad Expertise

compass icon

An unrivaled breadth and depth of expertise that comes from being one of the 10 largest wealth managers in the U.S.

circle of circles icon

200+ years of experience, insight and success harnessed to craft smarter strategies on your behalf.

ribbon icon

A family of global investment boutiques with best-in-class managers who capture emerging opportunities while navigating risk.

Contact Us

Do you want to learn more about how BNY Mellon helps Individuals and Families?
Want to share with friends in your network?