BNY Mellon Wealth Management

Mellon

Our Practices

Our clients and their advisors benefit from the proficiencies, scale, and innovative spirit of a national leader in both family office and private wealth management. Grounded in the strengths and expertise of our wealth management practice, our capabilities are designed and managed specifically for wealthy families by our dedicated Family Office Services organization.

INVESTMENT MANAGEMENT »	WEALTH AND ESTATE PLANNING »	PRIVATE BANKING »	ASSET SERVICING AND INFORMATION MANAGEMENT »
Strategic Asset Allocation Strategic Architecture Investment Excellence - Equity Investments - Fixed Income Investments - Liquidity Management - International Investments - Alternative Investments¹ - Institutional Investment Capabilities	Fiduciary Services Wealth Protection and Transfer Philanthropy Asset-specific Analysis and Planning Estate Settlement and Administration Family Governance	Deposit and Cash Management Services² Credit and Lending Services³ Brokerage Services⁴	Global Custody Information Reporting Performance Measurement and Analysis Cash Processing Partnership Accounting

1.Limited to qualified investors only and where appropriate.

2.Consumer credit services, which are subject to application and credit approval, and banking services are provided by BNY Mellon, N.A., member FDIC. Commercial credit services may be provided by The Bank of New York Mellon or BNY Mellon, N.A.

3.Mortgage services are subject to credit approval and are provided by BNY Mellon, N.A.

4.Brokerage services, are provided by BNY Mellon Wealth Advisors, a division of MBSC Securities Corporation (“MBSC”). MBSC is a dually registered investment advisor/broker-dealer and member FINRA/SIPC.

Investments: • Are NOT FDIC Insured • Are Not Guaranteed by any Bank • May Lose Value

Mellon

PRIVACY

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