Advice for Starting Your Business

The Benefits of a Family Limited Partnership

Brian Luster

Family Limited Partnerships are powerful estate planning tools that enable the smooth and tax-efficient transfer of business ownership from one generation to the next.

Protecting Your Intellectual Property

In Partnership With WSJ. Custom Studios

People working in creative fields should heed this advice to maximize the return on their ideas and inventions while protecting their vision.

Eight Steps to an Effective Business Transition

When considering the future sale of a business, there are many steps to consider. You've worked hard to get your business where it is today — you owe it to yourself to approach its sale deliberately.

We understand owning a business is complex. We can help.

How We Can Serve You

Our multi-discipline team will provide you with holistic, objective advice at each stage of the business lifecycle, including:

  • Business succession planning
  • Wealth transfer and tax mitigation strategies
  • Pre-transaction planning
  • Family governance planning and next generation education
  • Post-transaction investment strategy and lifestyle planning

Want to Learn More?


Contact us today for more information about how we can help, and we will connect you with one of our professionals.

Eric Czepyha

Eric Czepyha leads BNY Mellon Wealth Management’s Advice, Planning and Fiduciary Services. In this role, he is responsible for overseeing global wealth advisory, the national practice areas for business owners and family law, and fiduciary services.