SOLUTIONS
At BNY, we’ve been advising business owners and entrepreneurs for more than 240 years. Our wealth management and business succession planning services can help you address your business needs today, and in the years to come.
Whether you're starting, expanding or crafting a business exit strategy, our team will collaborate closely with you and your professional advisors. All while providing the requisite resources and expertise to assist with your toughest business challenges and most promising opportunities.
We work with all types of business owners including early-stage founders and entrepreneurs. Some services we provide include defined benefit plan management, banking, funding, cash flow and investment planning, and corporate entity and governance structure.
Thinking of selling or developing a succession plan for the next generation? The sooner you start, the better. We can help with everything from assembling a deal team and business lending, to tax mitigation strategies and succession planning.
Deciding to sell is a personal decision. We can help with just about everything else, including escrow and custody services, a detailed bid comparison, pro forma net worth statements, even post-sale cash flow and tax optimization solutions.
You’ve sold or transferred your business. Now what? We’re here to help with services that include post-transition investment, insurance and tax strategies, family governance planning, family office services and strategic giving.
Building a thriving business is the culmination of hard work and vision. Our business advisory services will be here for you every step of the way, with expert guidance and financial tools from day one to post-transition. Our proprietary Active Wealth forecasting and planning tools will help reduce administrative burdens, allowing you to focus on transitioning to the next phase of your life.
A proven track record backed by a heritage of excellence.
Fortune, Time Inc. © 2024
Based on BNY Wealth's 2023 Client Satisfaction Survey
Introducing our 2025 Insights for Private Business Owners report, Mastering the Sale. Based on a comprehensive market research study and in-depth interviews, it provides expert advice from BNY specialists and first-hand insights from 127 owners of privately-held businesses who are contemplating or have completed a business sale.
Investment portfolios with concentrated positions can pose significant risks to long-term investment goals. Here’s how you can diversify a concentrated portfolio.
When it comes time for a business owner to transition or sell their business, taxes tend to be one of the most important considerations. Over the past several years, income tax reductions in the form of credits and deductions as well as reduced tax rates included in legislation have increased the value of businesses.
Estate tax strategies, such as Graegin loans, are essential in preventing potential estate tax liability that can devastate the business upon the death of the owner.
Alex Murray, market president of Newport Beach, and Boryana Zamanoff, senior wealth strategist, break down key insights from our report, Mastering the Sale.
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