Wealth Management for Individuals & Family Offices

Help preserve and grow wealth across generations with our expert family office services, private banking and estate planning solutions.

Tailored for you

BNY WEALTH AT A GLANCE

Individuals & Families

BNY Wealth partners with you to help grow and protect assets, optimize tax efficiency and preserve your legacy for generations. Our specialty is tailoring our advice and offerings based on where each client is on their wealth journey.

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Family Offices

We strive to act as an extension of your family office team. With advice tailored to the goals, complexities and structures of each family office, our approach continually evolves to address ever-changing needs by anticipating challenges and delivering the right solutions.

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How we help

OUR OFFERINGS

What you gain

BENEFITS AT A GLANCE

Institutional Discipline With a Boutique Experience

We combine institutional discipline and resources with a boutique, personalized experience. Our process begins with a simple question: “What do you want your wealth to do for you?”

A Distinctive ‘Active Wealth’ Approach

Built upon exceptional fiduciary expertise, our proprietary Active Wealth approach seamlessly integrates investing, tax and estate planning, banking and lending.

Part of One of the World’s Most Trusted Financial Institutions

With proven stability and scale, BNY has been serving clients for more than 240 years, making us uniquely positioned to help manage, preserve and transfer multi-generational wealth.

By the numbers

MARKET LEADERSHIP

$348B

total private client assets¹

93%

overall client satisfaction²

7

generations of wealth management³

10

top 10 private bank in the U.S.⁴

_{¹as of September 30, 2025, ²BNY Wealth’s 2023 Client Satisfaction Survey, ³Longest tenured family client, ⁴2024 Cerulli Report, U.S. Private Banks and Trust Companies Ranking}