BNY Mellon was among the first in the United States to develop an organization devoted exclusively to family offices.
Our goal is to be the preeminent provider of customized solutions for family offices by delivering:
- The highest caliber client service and relationship management professionals, backed by expert wealth planning and financial management strategists.
- The strength of a global leader with an award-winning global custody platform and industry-leading technology and reporting capabilities.
- Exceptional asset management capabilities, including customized tax-managed equity, enhanced cash and tax-exempt bond portfolios, and access to world class institutional investment strategies.
- A tradition of innovation and significant intellectual capital gained from helping generations of families build and preserve great wealth.
For more information on our Family Office services, please contact us »
