How we successfully manage wealth and the types of clients we serve.

Customized plans and services for individuals and families, institutions and family offices.

Individuals & Families

We serve individuals and families, many of whom own or have sold an entrepreneurial business. They want to preserve and grow their wealth and leave a legacy for future generations. Clients come to us for sophisticated counsel and tailored solutions to help ensure their investment success.

Institutions & Family Offices

We serve family offices and institutions, including endowments and foundations, that are typically seeking custom investment solutions, transparent recommendations, and comprehensive reporting. Whether they need a strong partner to execute their own investment thinking, or an advisor to analyze, research and recommend a successful, long-term investment strategy, BNY Mellon Wealth Management has the expertise and resources to help clients achieve their unique goals.

Want to learn more about our expertise?

Discover what we offer our clients

Wealth Preservation and Accumulation

Regardless of your goals and objectives, our Investment Counsellors can coordinate the right strategy, resources and support.

Wealth Transfer

We have a rich history of helping clients avoid the three generations “shirt sleeve to shirt sleeves” proverb.

Family Dynamics

Preparing the family for the money, not just the money for the family.

Financial Analysis

Our Investment Counsellors partner with your Investment Committee or Board to align the Investment Policy Statement with the organization’s investment objectives, constraints, risk tolerance, return requirements and time horizon.


Our years of experience in the non-profit space enable us to share insights on the best practices within governance.

Want to know more about our capabilities?

Fill in the quick contact form and we’ll connect you with the right person to discuss your needs.