Solutions
SOLUTIONS
Helping Family Offices Prosper for Generations
For more than 50 years, we’ve been a trusted partner for family offices, delivering tailored family office services that enhance operational efficiency, reduce risk, and safeguard generational wealth. These results stem from a family office investment strategy built on deep expertise and a collaborative approach that starts from day one.
Few family office service providers understand the complex financial and investment needs of wealthy families like we do. Our solutions include Family Office Wealth Management, Governance, Philanthropic Advisory, Technology Consulting and Trust Planning.
We provide educational resources covering family office strategies, financial education, leadership development, and succession planning-along with best practices in cyber, physical, and personal risk management.
2024 Investment Insights for Single Family Offices
Based on extensive research from 189 of the world’s largest family office investment decision-makers, this report explores key trends in family office investment strategy, governance, and wealth management family office decision-making.
Download the report today to stay ahead in the evolving family office landscape.
Tailored Family Office Services
for Every Stage of Wealth
Global Family Office: A Distinguished History and Dedicated Practice
Today, our Global Family Office practice is one of the largest in the world, with over 300 clients. With decades of experience, we anticipate the evolving needs of UHNW family offices, providing customized family office solutions that foster long-term success.
If there’s a secret to our success, it’s our commitment to collaboration and family office wealth management expertise.
A Nuanced Understanding of the Family Office
Family office executives have a clear mandate: Grow a family’s wealth now and protect it for the future. To increase their efficiency and effectiveness, many choose to partner with external wealth advisors.
BNY Wealth’s Global Family Office services help navigate everything from investment management and fiduciary expertise to family office custody and global reporting.
A Reputation Built on Trust
With over $46 trillion in assets under custody, BNY is the world’s largest custodial bank, touching approximately 20 percent of the world’s investable assets. For over 240 years, we have been adapting to change—helping guide our clients through times of both growth and contraction.
Our stability has contributed to us being named as a Globally Systematically Important Bank or G-SIB. With just 29 in the entire world, it’s not just a designation, it’s an honor.
Here For You at Every Stage
Regardless of whether you’re an emerging family office or a multigenerational one, we have the resources and expertise to address your most difficult challenges.
We proactively help clients anticipate and avoid challenges, ensuring your family office is positioned for long-term success.
Comprehensive Family Office Services & Investment Solutions
Each of our family office services are designed to support the unique financial needs of single family offices, from investment management and family office custody to fiduciary guidance and global reporting.
Fiduciary Expertise
With over two centuries of experience as a corporate trustee, our fiduciary specialists work with you to ensure family trusts are administered the way they were intended.
Global Custody & Consolidated Reporting
Get greater security and control with global custody and safekeeping of global marketable assets.
Partner with a Leading
Family Office Service Provider
Let’s discuss how our family office services can help safeguard and grow generational wealth.
News & Insights
Investments
We convened our top investment leaders to aggregate our insights on what 2025 may bring to the global economy and markets. Our 2025 Outlook shares our views on the pace of economic growth, the path of monetary policy and five key themes shaping investment opportunities.
Article | Investments
Once considered adjuncts to the traditional allocations of stocks, real estate and bonds, private market investments have emerged as central to the mission of the modern family office. Long pioneers in alternative investing, family investors today stand at the forefront of key trends including private credit and direct investments.
Podcast
Want to know best practices for helping family offices reach their full potential? In this episode of Your Active Wealth, Samy Dwek, founder and chief executive officer of the Family Office Doctor, shares them and more.
Article | Wealth Planning
A family office is more than a cost-effective way to manage wealth. Learn how it can provide services and support for a shared experience of wealth stewardship.
This material is provided for illustrative/educational purposes only. This material is not intended to constitute legal, tax, investment, or financial advice. Effort has been made to ensure that the material presented herein is accurate at the time of publication. However, this material is not intended to be a full and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation. The Bank of New York Mellon, DIFC Branch (the “Authorized Firm”) is communicating these materials on behalf of The Bank of New York Mellon. The Bank of New York Mellon is a wholly owned subsidiary of The Bank of New York Mellon Corporation. This material is intended for Professional Clients only and no other person should act upon it. The Authorized Firm is regulated by the Dubai Financial Services Authority and is located at Dubai International Financial Centre, The Exchange Building 5 North, Level 6, Room 601, P.O. Box 506723, Dubai, UAE. The Bank of New York Mellon is supervised and regulated by the New York State Department of Financial Services and the Federal Reserve and authorized by the Prudential Regulation Authority. The Bank of New York Mellon London Branch is subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. The Bank of New York Mellon is incorporated with limited liability in the State of New York, USA. Head Office: 240 Greenwich Street, New York, NY, 10286, USA. In the U.K. a number of the services associated with BNY Wealth’s Family Office Services– International are provided through The Bank of New York Mellon, London Branch, One Canada Square, London, E14 5AL. The London Branch is registered in England and Wales with FC No. 005522 and BR000818. Investment management services are offered through BNY Mellon Investment Management EMEA Limited, BNY Mellon Centre, One Canada Square, London E14 5AL, which is registered in England No. 1118580 and is authorized and regulated by the Financial Conduct Authority. Offshore trust and administration services are through BNY Trust Company (Cayman) Ltd. This document is issued in the U.K. by The Bank of New York Mellon. In the United States the information provided within this document is for use by professional investors. This material is a financial promotion in the U.K. and EMEA. This material, and the statements contained herein, are not an offer or solicitation to buy or sell any products (including financial products) or services or to participate in any particular strategy mentioned and should not be construed as such. BNY Mellon Fund Services (Ireland) Limited is regulated by the Central Bank of Ireland BNY Mellon Investment Servicing (International) Limited is regulated by the Central Bank of Ireland.
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