SOLUTIONS
Wealth Management for Individuals & Families
Your BNY Wealth plan is based on an in-depth analysis of what you need now, what your plans are for the future and how you’d like your wealth to be managed for subsequent generations.
Private Wealth Managers
with Generations of Experience
When it comes to private wealth management, experience is everything. At BNY, we’ve been helping individuals and families grow and secure their wealth for generations. Today, we’re the world’s #1 custodian1 and a top 10 U.S. private bank.2 It also marks the 28th time we’ve been named one of the World’s Most Admired CompaniesTM by Fortune Magazine.3
TAILORED FOR YOU
Comprehensive Private Wealth
Solutions
Comprehensive Private Wealth
Solutions
Your BNY Wealth plan starts with you and your private wealth manager. The life you want to live and the legacy you wish to create is uniquely personal. Your wealth strategy should be, too. After careful consideration and analysis, your private wealth manager will create a plan that will not only power your goals but help secure your legacy.
YOUR TRUSTED PARTNER
BNY Wealth at a Glance
A proven track record backed by a heritage of excellence.
$339B
TOTAL PRIVATE CLIENT ASSETS
As of 6/30/25
93%
OVERALL CLIENT SATISFACTION
Based on BNY Wealth's 2023 Client Satisfaction Survey
7
GENERATIONS OF WEALTH MANAGEMENT
Longest tenured family client
IN THE SPOTLIGHT
Power Your Goals with Active Wealth
Power Your Goals with Active Wealth
Our comprehensive Active Wealth framework helps you sustain and build wealth in the shifting market enviornment. 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.
WEALTH MANAGEMENT
News & Insights
Article | Individuals & Families
Keeping up with tax policies and their potential impact can be challenging. Our team of seasoned professionals is dedicated to providing personalized guidance, solutions and strategies to help you attain your goals.
Article | Wealth Planning
Those who have never been married, divorced or widowed face unique challenges when it comes to estate planning, tax transfer strategies and end-of-life decisions. Therefore, solo planning is not only a strategic necessity, but it’s an opportunity to craft a legacy that reflects personal values, philanthropic goals and long-term financial security.
Article | Individuals & Families
Whether you are interested in growing your wealth or protecting it, the strategic use of credit can help you achieve your goals. And with interest rates trending lower, now could be an opportunistic time to consider the borrowing tools at your disposal.
Article | Investments
Make market volatility work for you by turning today’s losses into tax breaks that can boost portfolio returns this year and beyond.
Your Questions Answered
Individuals and families who work with BNY Wealth gain access to a full range of wealth management services tailored to their complex financial needs, including personalized banking, customized lending solutions, investment management, estate and tax planning, trust and fiduciary support, and multi-generational family office services. We also help with philanthropic strategy and offer global custody and reporting capabilities, all backed by a dedicated advisory team.
Seek a financial advisor (and firm) with the requisite experience and resources to provide custom solutions covering all aspects of your financial life. This includes investment strategy, estate and tax planning, trust services and support for complex holdings, like privately-owned businesses and real estate. It’s critical that the advisor takes a holistic approach, understands your specific needs and provides custom solutions that are aligned with your goals, risk tolerance, time horizon, tax situation, and overall financial objectives.
BNY Wealth helps high-net-worth families manage their financial lives through a coordinated approach that includes investment oversight, estate and tax planning, trust services, and tailored lending solutions. We also provide support for managing complex holdings and help families plan for long-term wealth transfer across generations. By leveraging BNY Wealth’s dedicated advisors and global account services, families can seamlessly align their financial strategies to address both their day-to-day needs and long-term goals.
Secure your legacy with wealth planning
Ready to see how we can help you uncover opportunities
to power your goals? Contact us today.
1 Ranking based on latest available peer group company filings. Peer group included in ranking analysis: State Street, JP Morgan Chase, Citigroup, BNY Paribas, HSCC, Northern Trust and RBC.
2 2024 Cerulli Report, U.S. Private Banks and Trust Companies Ranking
3 For 2025. Fortune curates its “World’s Most Admired Companies” report by surveying 650 companies with revenues of $10 billion or more, spanning 30 different countries.
This material is provided for illustrative/educational purposes only. This material is not intended to 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. However, this material is not intended to be a full and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. 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. The Bank of New York Mellon, DIFC Branch (the “Authorized Firm”) is communicating these materials on behalf of The Bank of New York Mellon. The Bank of New York Mellon is a wholly owned subsidiary of The Bank of New York Mellon Corporation. This material is intended for Professional Clients only and no other person should act upon it. The Authorized Firm is regulated by the Dubai Financial Services Authority and is located at Dubai International Financial Centre, The Exchange Building 5 North, Level 6, Room 601, P.O. Box 506723, Dubai, UAE. The Bank of New York Mellon is supervised and regulated by the New York State Department of Financial Services and the Federal Reserve and authorized by the Prudential Regulation Authority. The Bank of New York Mellon London Branch is subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. The Bank of New York Mellon is incorporated with limited liability in the State of New York, USA. Head Office: 240 Greenwich Street, New York, NY, 10286, USA. In the U.K. a number of the services associated with BNY Wealth’s Family Office Services– International are provided through The Bank of New York Mellon, London Branch, One Canada Square, London, E14 5AL. The London Branch is registered in England and Wales with FC No. 005522 and BR000818. Investment management services are offered through BNY Mellon Investment Management EMEA Limited, BNY Mellon Centre, One Canada Square, London E14 5AL, which is registered in England No. 1118580 and is authorized and regulated by the Financial Conduct Authority. Offshore trust and administration services are through BNY Trust Company (Cayman) Ltd. This document is issued in the U.K. by The Bank of New York Mellon. In the United States the information provided within this document is for use by professional investors. This material is a financial promotion in the U.K. and EMEA. This material, and the statements contained herein, are not an offer or solicitation to buy or sell any products (including financial products) or services or to participate in any particular strategy mentioned and should not be construed as such. BNY Mellon Fund Services (Ireland) Limited is regulated by the Central Bank of Ireland BNY Mellon Investment Servicing (International) Limited is regulated by the Central Bank of Ireland.
BNY Wealth conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.
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