For more than 200 years, BNY Mellon Wealth Management has helped families build, manage and preserve their wealth. Founded initially to serve the Mellon family and its charitable interests, our Family Office Services group was among the first of its kind estabilished in the United States. Our Family Office Services group is a dedicated global unit within BNY Mellon Wealth Management. Through this group, we provide sophisticated, specialized resources designed for, and dedicated to our family office services clients worldwide. We work with our clients and their advisors to address key wealth management issues and to develop strategies, which emphasize:
- Investment portfolios tailored to appropriately balance risk and after-tax returns
- Master custody services and sophisticated investment information management
- Comprehensive fiduciary services and wealth transfer alternatives
- Integration of philanthropic goals with investment and wealth management strategies
- Coordination of diverse financial advisors and services.
BNY Mellon Financial Corporation is a global financial services company. More that $23 trillion in asset under management, administration or custody, including more than $1.1 trillion under management, BNY Mellon provides a broad range of financial products and services to wealth individuals, families and institutions.
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