WHO WE SERVE

Industry-leading resources.
Focused on you.
Top 10 U.S. wealth manager1
$191.8 billion in private client assets2
Enduring record of high client satisfaction and retention

We offer highly personalized wealth management services to meet the complex needs of individuals and families with $2 million or more in investable assets. With unparalleled experience and deep commitment to serving your needs, we help address diverse personal wealth management challenges, including: 

 

  • Planning for a successful retirement
  • Diversifying from a concentrated stock position
  • Preparing for a successful transition from business ownership
  • Understanding and making the most of executive compensation
  • Transferring wealth to future generations
  • Integrating philanthropic and investment goals, including access to our BNY Mellon Charitable Gift Fund
1
Source: Barron's, September 25, 2015.
2
As of 12/31/15.
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