Family Offices

The role your office plays is as unique as the families you serve. Let our experts support your needs.

Let Our Breadth and Depth of Resources Work for You

For more than two centuries, BNY Mellon has helped families build, manage and preserve their wealth. Our attention to detail and unwavering commitment to our clients has resulted in industry-leading client satisfaction, while the breadth and depth of our resources enable us to tailor solutions for family offices around the world. As a result, more than 350 family offices – and the families they serve – plan and prosper with our guidance.

Your Opportunities

Comprehensive Service

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Leadership expertise in both institutional asset management and wealth management.

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Custom investment solutions constructed around each client’s unique liquidity, cash flow, tax, risk and return requirements.

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World-class information and reporting capabilities designed specifically for family offices.

Broad Expertise

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Experience spans all family office structures and growth stages, from emerging to established.

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Advice and solutions across investment management, custody, estate planning and fiduciary, and private banking.

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Commitment to delivering the deep insights and resources of BNY Mellon to each client.

Deep Knowledge

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One of the world’s largest family office service providers with over 45 years of experience.

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In-depth understanding of the complex issues and changing requirements unique to family offices.

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Unrivaled fiduciary experience as one of the largest banks in the world and the creator of the nation’s first trust.

Our Thinking

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Key Considerations When Creating a Family Office

A family office is more than a cost-effective solution to managing great wealth. When done properly, it provides customized services and support that fosters a shared experience of wealth stewardship.

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