We are pleased to provide you with access to the news and expertise of our wealth management organization. We regularly update this section with timely information about BNY Mellon Wealth Management and each of our wealth management practices.

BNY Mellon Wealth Management and Southeast President Craig Sutherland were recently profiled in Florida Trend's April 1st article, "Sector Portrait:  Private Banking."

The Boston Business Journal recently published an "Outside the Box" feature profiling our director of investment strategy, Chris Sheldon.

Particularly in an environment where some assets are still significantly diminished in value, expediting the gifting decision can ultimately reduce your exposure to gift and estate taxes — you can effectively remove assets from your estate, preventing further appreciation of those assets, while also exhausting less of your gift tax credit.

Our article library contains informative and timely information on investment trends, wealth management strategies, and other wealth planning issues.

Background on the fundamentals of municipal bonds and their strength in this particular market cycle

An overview of the tax rules associated with collectible art

An in-depth article on estate planning issues including wills, trusts and taxes details