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MASTERING THE SALE

2025 Insights for Private Business Owners

This in-depth report provides insights from 127 owners of privately-held businesses who are contemplating or have completed a private business sale, along with expert advice from BNY specialists.

News & Insights

Navigating the Crypto Landscape
Article  |  Investments

Cryptocurrency has evolved from a small-scale experiment into a multi-trillion-dollar global market. This article dives into the market’s history, adoption, innovations and regulations.

One Big Beautiful Bill Act: Considerations for Wealth Planning
Article  |  Business Owners

Sweeping tax law locks in key provisions, expands deductions and reshapes planning for families, businesses and donors.

Risk On?
Article  |  Chart of the Week

The S&P 500 is trading at record highs, which some investors didn’t see coming after the tariff-fueled drop in April. What may come as a bigger surprise, however, is the rally is broadening beyond big technology companies. Let’s examine different measures that prove this point.

The Dual Opportunity in Munis
Article  |  Business Owners

Whether you are seeking a cash alternative or looking to enhance yield in your portfolio, municipal bonds now present two attractive opportunities for investors.

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Our Client Commitment

For more than two centuries, our commitment to clients has been central to our approach and it continues to this day. 

Jose Minaya, global head of BNY Investments and Wealth, shares how we remain focused on anticipating clients’ needs, 

understanding their goals and helping them achieve financial success.

Power Your Goals
with Active Wealth


Our comprehensive Active Wealth framework helps you sustain and build wealth in the shifting market environment. Learn how to implement a dynamic approach to wealth management that consists of investing, borrowing, spending, managing taxes and costs, and protecting wealth for future generations.

 

 <h2><span class="font-publico-pro"><span class="size-h1">Power Your Goals <br />
 with Active Wealth</span></span></h2>
<p><span class="size-h4"><br />
Our comprehensive Active Wealth framework helps you sustain and build wealth in the shifting market environment. Learn how to implement a dynamic approach to wealth management that consists of investing, borrowing, spending, managing taxes and costs, and protecting wealth for future generations.</span></p>
<h3> </h3>

Why More Business Owners are Partnering With Us


We’ve been helping private business owners and entrepreneurs tackle their most complex business issues and open doors to new opportunities for generations. Perhaps that’s why 92% of Fortune 100 businesses are clients.1

 <h2><span class="font-publico-pro"><span class="size-h1">Why More Business Owners are Partnering With Us</span></span></h2>
<p><span class="size-h4"><br />
We’ve been helping private business owners and entrepreneurs tackle their most complex business issues and open doors to new opportunities for generations. Perhaps that’s why 92% of Fortune 100 businesses are clients.<sup>1</sup></span></p>

1 Fortune, Time Inc. ©2024

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