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 3/31/26
Based on BNY Wealth's 2025 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.
Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities.
Divorce can have a dramatic effect on a person's finances, often leaving individuals unprepared to make major decisions on their own. Our team provides guidance to help clients navigate change with greater clarity and confidence.
Keeping up with tax policies and their impact can be challenging. Our seasoned team provides personalized guidance, solutions, and strategies to help you reach your goals—while managing taxes and safeguarding your legacy.
Make market volatility work for you by turning today’s losses into tax breaks that can boost portfolio returns this year and beyond.
It involves organizing and managing a family’s finances to preserve, grow and transfer wealth across generations. This includes investment strategies, comprehensive tax and estate planning, banking and lending, risk management and succession planning, in addition to other services and solutions.
They provide a number of services focused on preserving, growing and transferring wealth, which are tailored to the particular circumstances of their clients. These include financial goal setting, investment planning, tax planning, succession planning, cash flow and budgeting, and estate planning, as well as many other services.
BNY Wealth offers many wealth planning services, such as wealth protection and transfer solutions, family governance services, philanthropic strategies, asset specific advice, estate planning document review, and much more.
Start your journey with purpose-driven wealth planning solutions that support your legacy, your family and your future.
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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