Navigating the Market in 2019

At our recent client event, Chief Investment Officer Leo Grohowski and Dan Clifton, Partner and Head of Policy Research at Strategas, gave investors a sense of what might be in store for the markets in 2019.

Replay: 2019 Heckerling Highlights Webinar

Listen to the replay of the Heckerling Highlights Webinar, where BNY Mellon Wealth Management's Jere Doyle shared key issues discussed by experts at the 53rd Annual Heckerling Institute on Estate Planning.

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Key Considerations When Creating a Family Office

Philip Tedeschi, Amantha Butler, Joan Crain

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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The types of clients we serve and the services we offer

Individuals & Families

We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.

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Advisors to Individuals & Families

We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.

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Family Offices

Among the first of its kind in the nation, our Family Office services feature industry-leading resources and expertise for family offices and their financial interests.

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Non-Profits & Pensions

We offer a full range of investment, custody and reporting services tailored specifically to the needs of non-profits and pensions nationwide.

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What to expect as our client

A Client-First Culture

We do things a little differently at BNY Mellon Wealth Management. Here, we have a commitment to serving clients, not selling products–a client-first approach that has led to industry-leading client satisfaction rates.

And while we're proud of those results, it’s our client retention rates that matter most to us. Those sustained relationships can only be earned over time–and they’re what allow us to create not just richer lifetimes, but enduring legacies.


Our expertise at work


Our latest events and sponsorships

STEP Orange County’s Institute on Tax, Estate Planning and the World Economy

Feb 4 - 5

Newport Beach, CA
BNY Mellon Wealth Management is pleased to support STEP Orange County’s 8th Annual Institute on Tax, Estate Planning and the World Economy. National Wealth Strategist, Justin Miller, will present on the Secrets of Successful Families; how transferring family values along with wealth is important for a lasting legacy.

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State Bar of Nevada Family Law Conference

Feb 28 - Mar 1

Bishop, CA
BNY Mellon Wealth Management is pleased to sponsor the 30th annual Family Law Conference hosted by the State Bar of Nevada. Senior Wealth Strategist, Boryana Zamanoff, will present.

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Want to learn more?

Whether you are an individual or part of a Family Office or Non-Profit organization, complete our quick contact form and we’ll schedule a call to discuss your needs.