SOLUTIONS
What do you want your wealth to do for you? What lifestyle do you want to lead? What legacy will your wealth plan support? At BNY, our wealth planning solutions help you define a long-term vision and design strategies to pursue it with confidence.
Your financial needs and plans are unique to you. To address the changes and challenges you face over time, we offer a wide range of wealth planning solutions, management insights, and guidance to help you meet your goals and respond to life’s evolving complexities.
Access a full suite of wealth protection and transfer solutions, including estate-planning, tax-efficient wealth transfer, domestic and offshore trusts, and business succession solutions.
Sustain your family wealth for future generations and build effective, long-term plans. For over 200 years, our advisory team has helped families and individuals sustain wealth and prepare beneficiaries for their futures.
We can help you design a strategic approach to charitable giving which ensures your private wealth plan aligns with your values while maximizing tax efficiency and impact.
Whether your needs include navigating concentrated equity risk, analyzing private market investments, or developing custom hedging strategies, we can help you navigate the financial challenges you face.
Our purposeful wealth planning approach considers a broader view of your legacy and is informed by our experience serving some of the world’s most successful families. The process is designed to uncover your goals and deliver the qualitative outcomes you desire. Our highly-credentialed professionals can help you define your objectives, design a sophisticated plan to pursue your goals and increase the likelihood of achieving them.
A proven track record backed by a heritage of excellence.
As of 6/30/25
Based on BNY Wealth's 2023 Client Satisfaction Survey
Longest tenured family client
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.
Divorce is never easy, but proactive planning can help. Tune in to hear the most important measures you can take to assemble a divorce team and help ensure a more positive financial outcome.
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.
Our comprehensive video series covers a wide range of topics to help you make smarter decisions about your wealth.
Make market volatility work for you by turning today’s losses into tax breaks that can boost portfolio returns this year and beyond.
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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