Solutions
SOLUTIONS
You Can’t Predict the Future, but We Can Help You Plan for It.
What do you want your wealth to do for you? What lifestyle do you want to lead? What legacy do you want to leave?
Your financial needs and plans are unique to you. We can help. To address the changes and challenges you face over time, we offer a wide range of wealth management strategies and advice to help you meet your goals.
Comprehensive
Financial Solutions
Wealth Protection and Transfer Services
Access a range of wealth protection strategies, which include estate planning, tax efficient wealth transfer, multi-generational wealth, trust structuring (domestic and offshore), and business succession. Gain access to next-generation planning addressed to meet your specific individual or family needs.
Family Governance Services
Sustain your family wealth for future generations and build effective, long term plans. For over 200 years, our advisory team helped families and individuals sustain wealth and prepare beneficiaries for their futures.
Strategic Philanthropy
We can help you navigate charitable giving by developing a financial plan that brings purpose to your giving.
Asset-Specific Analysis & Planning
Whether your needs include navigating concentrated equity risk, parsing private market investments, or developing custom hedging strategies, we can help you navigate the financial challenges you face.
News & Insights
Podcast
Divorce is never easy, but proactive planning can help. Tune in to hear the most important measures you can take to assemble a divorce team and help ensure a more positive financial outcome.
Article | Individuals & Families
Whether you are interested in growing your wealth or protecting it, the strategic use of credit can help you achieve your goals. And with interest rates trending lower, now could be an opportunistic time to consider the borrowing tools at your disposal.
Individuals & Families
Our comprehensive video series covers a wide range of topics to help you make smarter decisions about your wealth.
Article | Investments
Investors generally aim to see their investments grow and preserve their wealth over the long term. However, taxes can significantly impact investment returns and delay achieving your goals.
Banking services and credit services, which are subject to application and credit approval, are provided by BNY Mellon, N.A., Member FDIC.
Non-conforming residential Mortgages are exclusively available to BNY Wealth clients and qualified Pershing clients. Mortgage services, provided by BNY Mellon, N.A., are subject to credit approval. NMLS #764464
As a result of the Secure and Fair Enforcement Act (S.A.F.E. Act). BNY Wealth's mortgage bankers are registered with the Nationwide Mortgage Licensing System and Registry (Registry). The unique identifier provided by the Registry for each mortgage banker is included in our S.A.F.E. ACT DISCLOSURE.