WEALTH FOUNDATIONS
A structured educational program designed for multigenerational ultra-high-net-worth families in the Gulf Region, focused on governance, investment strategy and long-term stewardship.
A successful family office rests on three foundational pillars. This module examines family office setup, governance and oversight, and next-generation readiness.
The foundational decisions involved in building a family office, from defining mission and structure, to staffing, infrastructure and selecting the right partners.
Best practices for establishing strong governance frameworks, managing family dynamics and avoiding the operational and behavioral pitfalls that cause many family offices to underperform.
Strategies to prepare rising family leaders through education, family banks, philanthropic engagement and structured decision-making to ensure continuity across generations.
EXPLORE MORE ON CREATING A FAMILY OFFICE
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.
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.
How families can turn inherited wealth into a platform for next-generation growth and stewardship.
Philanthropy is often where generational differences in wealthy families become most visible.
Long seen as the exclusive purview of ultra-high net worth families (UHNW), strategic philanthropy is now a mainstream concept.
Let’s discuss how our family office services can help safeguard and grow generational wealth.
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.
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