Business Owners

Knowing our clients well provides us with the necessary insight to help them
when it matters. During the transition of a business, we’ll work through all the
options and assist in choosing the one that best fits their unique circumstances.
Find out how strong relationships lead to a 95% client satisfaction.

Want to learn more?

Business owners deserve exceptional services. Reach out to learn how we might best serve yours.

The Best of Both

Your family office can benefit from our leadership expertise in both institutional asset management and wealth management.

First and Lasting

As one of the nation’s first family office advisors, we offer experience that spans all family office structures and growth stages, from emerging offices to established entities to multi-generational configurations.

Unparalleled Expertise

You leverage the resources of one the world’s largest family office service providers, drawing on time-tested investment management, wealth management, family education, governance, and custody know-how.

Asset Servicing & Information Management

As the world’s largest asset servicing provider, we make sure that your assets and information are secure through our full range of custody, administration, and reporting services.

Family Office Investment Solutions

The Family Office investment platform focuses on delivery of custom solutions constructed around each client’s unique liquidity, cash flow, tax, risk and return requirements.

Fiduciary Services

One of the largest banks in the world and the creator of the nation’s first trust, we are unrivaled in fiduciary experience.

Investment Management

Our investment management services are dedicated exclusively to the needs of private clients.

Private Banking

From checking, savings and online banking to sophisticated financing strategies, we respond to the evolving needs of our clients with customized solutions and personalized service.

Wealth & Estate Planning

When you’ve been serving wealthy clients for more than two centuries, there are few wealth challenges you haven’t seen – or solved.

Largest US Wealth Manager.1


Percentage of clients who responded they were "more than satisfied" with BNY Mellon Wealth Management.2


We are among the top financial institutions in the world when it comes to private-client assets under management.3

  • 1

    Barron's, 2018

  • 2

    BNY Mellon Wealth Management's 2018 Client Satisfaction Survey

  • 3

    As of March 31, 2019

Becoming a Family Office client
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Your business deserves exceptional services.

Reach out to learn how we might best serve yours.