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

Customized plans and services for individuals, families, advisors and institutions

Individuals & Families

We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.

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Advisors to Individuals & Families

We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.

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Family Offices

Among the first of its kind in the nation, our Family Office services feature industry-leading resources and expertise for family offices and their financial interests.

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Non-Profits & Pensions

We offer a full range of investment, custody and reporting services tailored specifically to the needs of non-profits and pensions nationwide.

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Deep expertise across a wide range of wealth management services

Asset Servicing & Information Management

As the world’s largest asset servicing provider, we make sure that your assets and information are secure through our full range of custody, administration, and reporting services.

Credit & Lending Services

As the oldest U.S. private bank, we have extensive experience in credit and lending–and in the strategies that make them effective components of your wealth plan.

Donor Advised Funds

We have a distinct team dedicated to the needs of donor advised fund sponsor organizations and individual donors.

Endowment & Foundation Services

We have an experienced team dedicated exclusively to the needs of Endowments and Foundations.

Escrow Services

Escrow arrangements offer a perfect solution when you and another party require property such as cash, securities, real estate or insurance policies, to be held by a third party until certain conditions are met.

Family Office Investment Solutions

The Family Office investment platform focuses on delivery of custom solutions constructed around each client’s unique liquidity, cash flow, tax, risk and return requirements.

Fiduciary Services

One of the largest banks in the world and the creator of the nation’s first trust, we are unrivaled in fiduciary experience.

Investment Management

Our investment management services are dedicated exclusively to the needs of private clients.

Jumbo Mortgages

As a jumbo mortgage lender of primary and vacation homes nationwide, we have unrivaled expertise in creating and managing solutions to meet the needs of our private clients.


With BNY Mellon, your charitable gifts not only serve recipients well, but also remained aligned with your strategic, philanthropic and financial goals.

Planned Giving Services

For more than 20 years, we have served non-profit organizations with comprehensive gift management services, tailored investment management solutions, and donor and organizational support.

Private Banking

From checking, savings and online banking to sophisticated financing strategies, we respond to the evolving needs of our clients with customized solutions and personalized service.

Self-Directed Investment Services

Our Cash Management Access Account (CMAA) combines our banking capabilities with our brokerage services in one streamlined solution.

Wealth & Estate Planning

When you’ve been serving wealthy clients for more than two centuries, there are few wealth challenges you haven’t seen – or solved.

Want to know more about BNY Mellon Wealth Management?

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