Charitable gift annuity programs can benefit donors and non-profits alike, but there are risks associated with them. Analyzing key metrics can help organizations mitigate those risks and promote a successful gift annuity program.Read More
We remain committed to an active, disciplined and dynamic approach to investment management and believe the current environment looks favorable for actively managed solutions.Read More
We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.Learn More
We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.Learn More
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.Learn More
We offer a full range of investment, custody and reporting services tailored specifically to the needs of non-profits and pensions nationwide.Learn More
We do things a little differently at BNY Mellon Wealth Management. Here, we have a commitment to serving clients, not selling products–a client-first approach that has led to industry-leading client satisfaction rates.
And while we're proud of those results, it’s our client retention rates that matter most to us. Those sustained relationships can only be earned over time–and they’re what allow us to create not just richer lifetimes, but enduring legacies.
The Qualified Small Business Stock exclusion is an extremely valuable incentive for entrepreneurs and investors. If certain requirements are met, this tax benefit can provide significant savings.
An active municipal bond strategy can help improve portfolio tax efficiency, and can reduce portfolio risk by reacting to changes in issuer quality or bond duration.
Whether you are an individual or part of a Family Office or Non-Profit organization, complete our quick contact form and we’ll schedule a call to discuss your needs.