Our Wealth Management Services in San Francisco

As a global financial leader with 240 years of experience, BNY Wealth offers a range of tailored services to help our Northern California clients achieve their unique wealth goals across generations and market cycles. Our team of specialists delivers high-touch wealth planning, investment management, lending and private banking services to affluent individuals, families and institutions.

Contact

Office Phone:
(415) 951-4100

Address

555 Mission Street
Suite 1900
San Francisco, CA 94105

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Office Hours

Mon - Fri: 8:30 AM-5:00 PM PT

Ready to talk?

Chris Brown

Market President

IN THE SAN FRANCISCO COMMUNITY

49ers EDU STEAM Champions Program

Helping the local community is a priority. The San Francisco team volunteered for 49ers EDU STEAM (Science, Technology, Engineering, Art, Math) program which leverages the game of football and Levi’s Stadium to expose young children to concepts and careers in STEAM.

49ers Foundation

The San Francisco office is actively engaged in the local community, donating their time and resources to organizations that are important to clients and team members, such as the 49ers Foundation. The 49ers Foundation harnesses football to educate and empower Bay Area youth through innovative community-focused programs and partnerships that inspire confidence and collaboration to tackle what is possible.

Since 1991, the 49ers Foundation has invested more than $50 million back into historically underserved Bay Area communities in support of its commitment to remain faithful to the next generation.

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ACTIVE WEALTH

Our comprehensive Active Wealth framework helps you sustain and build wealth in the shifting market environment. Learn how to implement a dynamic approach to wealth management that consists of investing, borrowing, spending, managing taxes and costs, and protecting wealth for future generations.

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OUR SOLUTIONS IN SAN FRANCISCO

Wealth Management for Individuals & Families

Our Active Wealth approach helps our clients achieve long-term financial success that stretches across market cycles and spans generations. Our support empowers our clients to stay focused on what’s important to them and confidently navigate the unpredictable and unexpected.

Private Banking

Benefit from a personalized approach to your banking and credit needs, integrated with your wealth management strategy that reflects your unique tax, financial and personal circumstances.

Global Family Office

With over 50 years of tailored investment solutions, BNY Wealth Global Family Office offers unparalleled wealth management and family office services.

Trusts & Estate Planning Services

Access trust planning, consultation, implementation, administration and more through the fiduciary services of the bank that created one of the nation’s first trusts. We also offer the requisite resources and expertise to ensure estates are managed to maximize value, while minimizing the burden on family and heirs.

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