The 49ers have made an investment in their future. At BNY Mellon,our wealth managers would like to help you do the same.
Many wealthy parents worry about how best to prepare their children for their inheritance. With the right help, it's possible to foster financial maturity without creating a sense of entitlement.
Life isn't static — your wealth plan shouldn't be, either. We provide our clients with a thorough assessment of their plans to identify gaps or oversights that could have an impact on their wealth.
Three major forces have come together to fundamentally shift the nature of estate planning. Make sure your estate plan isn't outdated or lacking the flexibility to navigate these changes.