SOLUTIONS
Few family office service providers understand the complex financial and investment needs of wealthy families like we do. Our solutions include Family Office, Wealth Management, Governance, Philanthropic Advisory, Technology Consulting and Trust Planning.
For more than 50 years, we’ve been a trusted partner for family offices, delivering tailored family office services that enhance
operational efficiency, reduce risk, and safeguard generational wealth. These results stem from a family office investment strategy
built on deep expertise and a collaborative approach that starts from day one.
With over two centuries of experience as a corporate trustee, our fiduciary specialists work with you to ensure family trusts are administered the way they were intended.
Get greater security and control with global custody and safekeeping of global marketable assets.
We provide educational resources covering family office strategies, financial education, leadership development, and succession planning-along with best practices in cyber, physical, and personal risk management.
A proven track record backed by a heritage of excellence.
Around the globe
Team ratio
Family office clients
Today, our Global Family Office practice is one of the largest in the world, with over 300 clients. With decades of experience, we anticipate the evolving needs of UHNW family offices, providing customized family office solutions that foster long-term success.
If there’s a secret to our success, it’s our commitment to collaboration and family office wealth management expertise.
Family office executives have a clear mandate: Grow a family’s wealth now and protect it for the future. To increase their efficiency and effectiveness, many choose to partner with external wealth advisors.
BNY Wealth’s Global Family Office services help navigate everything from investment management and fiduciary expertise to family office custody and global reporting.
With over $59 trillion in assets under custody1, BNY is the world’s largest custodial bank, touching approximately 20 percent of the world’s investable assets. For over 240 years, we have been adapting to change—helping guide our clients through times of both growth and contraction.
Our stability has contributed to us being named as a Global Systemically Important Bank or G-SIB. With just 29 in the entire world, it’s not just a designation, it’s an honor.
Regardless of whether you’re an emerging family office or a multigenerational one, we have the resources and expertise to address your most difficult challenges.
We proactively help clients anticipate and avoid challenges, ensuring your family office is positioned for long-term success.
Explore the priorities and intentions of investment decision-makers from 282 of the world’s largest family offices.
Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities.
When legacy and livelihood are intertwined, selling a family business can be complex. Samy Dwek, chief executive officer of The Family Office Doctor, shares tips for navigating this process in a way that preserves the family dynamic.
Family offices are usually built to provide stability, control and long-term stewardship of wealth. Yet as assets grow, complexity increases and generations shift, many offices struggle to deliver on those goals.
While wealthy families have many options for managing assets, those with $250 million or more establish private wealth management firms called family offices, which provides them with more control, privacy and customization.
For families of considerable means, a family office can provide a wide range of services including investment management, estate and tax planning, and family governance to name just a few. A private wealth advisory firm can help streamline, support, and complement the services of the family office for the benefit of the family.
For over five decades, we’ve been a trusted partner to global family offices with services that include specialized investment management, private banking, tax and trust planning, philanthropic advisory, global custody, and much more. Our Global Family Office practice, with over 300 single family office clients, is one of the largest in the world.
Open communication and genuine partnership are paramount. Also, do they have the requisite expertise to grow and protect your wealth? Next, what is their investment philosophy? Is it aligned with your risk tolerance and goals? Finally, what is their reputation in the market? At BNY Wealth, our relentless client focus has led to relationships that span generations.
Let’s discuss how our family office services can help safeguard and grow generational wealth.
1 Preliminary as of December 31, 2025. Consists of AUC/A primarily from the Asset Servicing business and, to a lesser extent, the Clearance and Collateral Management, Issuer Services, Pershing and Wealth Management businesses. Includes the AUC/A of CIBC Mellon Global Securities Services Company (CIBC Mellon), a joint venture with the Canadian Imperial Bank of Commerce, of $1.9 trillion at March 31, 2025.
The information on this website is for informational purposes only and does not constitute legal, tax, investment, or financial advice. Effort has been made to ensure that the material presented herein is accurate at the time of publication. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation.
BNY Wealth conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.
Banking services and credit services, which are subject to application and credit approval, are provided by BNY Mellon, N.A., Member FDIC.
Investment products are not deposits, not FDIC insured, not bank‑guaranteed, and may lose value.
BNY Wealth will not provide products or services where those products or services are not permitted under applicable law or under firm policies. See Jurisdiction Disclosures.
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