WHO WE SERVE

       
Excellence in family office services from the industry pioneer.

Helping to preserve, manage and further family legacies and wealth for some of the world´s largest and leading family and multi−family offices.

One of the nation's largest and first family office providers
Deep understanding of the unique needs of family offices and multi-family offices

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.

For more information, please Contact Us.

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