Through our Family Office Services group, we apply the best thinking of our organization to the specialized needs of our clients. Recognized as innovative since our founding, our services are grounded in centuries of experience yet informed by deep insights and commitment to the needs and challenges of today’s family offices and multi-family offices.
Each relationship is led by a senior relationship manager and supported by a dedicated team, ensuring a breadth of relevant expertise and attention to every client need. Leveraging the capabilities of BNY Mellon Wealth Management and BNY Mellon’s institutional investment management and investment servicing resources, this dedicated manager and team thoughtfully integrate our solutions to best serve the unique needs of each client.
Named both top national asset manager and top private bank for family offices.
This paper by the Council on Foundations, BNY Mellon, and Give2Asia explores the opportunities and challenges that face global families as they seek to conduct cross-border philanthropy.
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The need to maintain exposure to a stable, income producing, tax-sensitive asset class with an emphasis for liquidity remains prominent as we navigate a potentially much more volatile environment.
Several provisions of the Act are worth highlighting, as they could have an impact on your ability to grow assets, manage taxes and protect retirement assets.