◈ Homepage — https://www.bny.com/wealth/global/en/about-us/locations/san-francisco.htmlSkip to main content Enable accessibility for low vision Open the accessibility menu Solutions Insights About Us Explore BNY Client Login arrow_forward Contact Us Wealth Management Services in San Francisco   In San Francisco, our advisors deliver customized wealth management solutions that support your life, legacy and long-term goals. Our Services THE SAN FRANCISCO OFFICE Helping you uncover opportunities to power your wealth For more than 240 years, BNY has helped individuals and families build, manage and sustain wealth through changing markets and generations. In San Francisco, we take a personalized, structured approach grounded in our five Active Wealth strategies: invest, borrow, spend, manage and protect. This framework helps clients navigate change with confidence and realize their ambitions while preserving their legacy.   ADDRESS 101 2nd Street 24th Floor San Francisco, CA 94105 CONTACT Office Phone: (415) 951-4100 READY TO TALK? Contact Us arrow_forward Your Team of Trusted Advisors SENIOR DIRECTOR, MARKET PRESIDENT Chris Brown SENIOR DIRECTOR, TEAM LEADER Joey Ha DIRECTOR, PRIVATE BANKING MANAGER Lynda Ly Empty heading IN THE COMMUNITY The 49ers Foundation The San Francisco office is actively engaged in the local community, donating their time and resources to organizations that are important to clients and team members, such as the 49ers Foundation. The 49ers Foundation harnesses football to educate and empower Bay Area youth through innovative community-focused programs and partnerships that inspire confidence and collaboration to tackle what is possible. Since 1991, the 49ers Foundation has invested more than $50 million back into historically underserved Bay Area communities in support of its commitment to remain faithful to the next generation.   *BNY Wealth provides investment management services to certain charitable organizations, including the 49ers Foundation. The link is provided for informational purposes only and does not constitute an endorsement. Learn more Empty heading Lasting Wealth Demands Active Wealth 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. Learn more Our Services Empty heading INVESTMENT MANAGEMENT Insights and resources to deliver active, individualized portfolio management, including proprietary tax managed strategies.   Empty heading WEALTH PLANNING, TRUST & ESTATES Strategies for wealth protection and generational wealth transfer, family governance, strategic philanthropy and business succession planning.   Empty heading PRIVATE BANKING A suite of lending and banking solutions, including checking, savings, certificates of deposit, credit lines, mortgages and cash management capabilities. Empty heading FAMILY OFFICE SERVICES Global custody and reporting solutions designed to enhance operational efficiency and to provide greater security and control of global assets. Your Questions Answered Why BNY? Why does a fiduciary relationship matter? What sets BNY Wealth apart? Let's start a conversation. Ready to see how we can help you uncover opportunities to power your goals? Contact us today. 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To set your cookie preferences, click “Do Not Sell or Share My Personal Information”.Cookie Notice Our Third Party cookie providers Do Not Sell or Share My Personal Information Accept All Cookies ◈ Interior Pages — 32 pages crawledBNY Wealth Management | Get in Touch Today Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results About Us Let's Start a Conversation For more than 240 years, we’ve helped successful individuals, families, business owners and entrepreneurs grow their wealth and preserve it for future generations. To learn more, contact us at BNY Wealth today. Wealth Management Inquiries Our dedicated team of specialists is here to help. GENERAL BNY WEALTH INQUIRIES To speak with a wealth management professional, call (800) 610-8229. OFFICE LOCATIONS BNY Wealth works with individuals, families and institutions wherever they are located. View our list of office locations . BNY WEALTH ONLINE SUPPORT Need help with BNY Wealth Online? Please call (800) 880-5631. CLIENT BANKING INQUIRIES From check verifications to general information about your BNY Wealth accounts, call (800) 830-0549. Your Questions Answered Why BNY? BNY has been helping accomplished individuals, families and businesses achieve their financial goals for over 240 years. Today, we are one of the top 10 Private Banks in the U.S. 1 and among the most trusted wealth managers in the industry, with client relationships that often span generations. 1 2025 Cerulli Report , U.S. Private Banks and Trust Companies Ranking. Why does a fiduciary relationship matter? Fiduciaries are legally and ethically bound to always act in the best interests of their clients. However, not all wealth managers are fiduciaries; in fact, only a small percentage are. At BNY Wealth, every wealth manager is also a fiduciary. What sets BNY Wealth apart? Our client-first culture delivers the kind of personalized service and individualized attention typically associated with boutique firms. Leveraging institutional asset management practices, our proprietary Active Wealth approach looks across your entire balance sheet, helping uncover opportunities others may overlook. This exceptional commitment to our clients may be why we’ve been recognized as one of Fortune’s Most Admired Companies for the 29 th time * . Disclosure * For 2026. Fortune curated this year’s World’s Most Admired Companies™ report by surveying 685 companies with revenues of $10 billion or more, spanning 29 different countries. This material is provided for illustrative/educational purposes only. This material is not intended to 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. However, this material is not intended to be a full and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. 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. The Bank of New York Mellon, DIFC Branch (the “Authorized Firm”) is communicating these materials on behalf of The Bank of New York Mellon. The Bank of New York Mellon is a wholly owned subsidiary of The Bank of New York Mellon Corporation. This material is intended for Professional Clients only and no other person should act upon it. The Authorized Firm is regulated by the Dubai Financial Services Authority and is located at Dubai International Financial Centre, The Exchange Building 5 North, Level 6, Room 601, P.O. Box 506723, Dubai, UAE. The Bank of New York Mellon is supervised and regulated by the New York State Department of Financial Services and the Federal Reserve and authorized by the Prudential Regulation Authority. The Bank of New York Mellon London Branch is subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. The Bank of New York Mellon is incorporated with limited liability in the State of New York, USA. Head Office: 240 Greenwich Street, New York, NY, 10286, USA. In the U.K. a number of the services associated with BNY Wealth’s Family Office Services– International are provided through The Bank of New York Mellon, London Branch, One Canada Square, London, E14 5AL. The London Branch is registered in England and Wales with FC No. 005522 and BR000818. Investment management services are offered through BNY Mellon Investment Management EMEA Limited, BNY Mellon Centre, One Canada Square, London E14 5AL, which is registered in England No. 1118580 and is authorized and regulated by the Financial Conduct Authority. Offshore trust and administration services are through BNY Trust Company (Cayman) Ltd. This document is issued in the U.K. by The Bank of New York Mellon. In the United States the information provided within this document is for use by professional investors. This material is a financial promotion in the U.K. and EMEA. This material, and the statements contained herein, are not an offer or solicitation to buy or sell any products (including financial products) or services or to participate in any particular strategy mentioned and should not be construed as such. 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Leave Stay Our Locations | BNY Wealth Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. 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Domestic | International Domestic ATLANTA BNY Wealth 3050 Peachtree Road NW Suite 300 Atlanta, GA 30305, United States Phone: (678) 538-2000 View on Map launch Learn more BERKLEY HEIGHTS BNY Wealth Round Table Studios 200 Connell Drive, Suite 1000 Berkeley Heights, NJ 07922 Phone: (973) 593-3201 View on Map launch Learn more BOSTON BNY Wealth One Boston Place 201 Washington Street Boston, MA 02108-4408, United States Phone: (617) 722-3554 View on Map launch Learn more CHICAGO BNY Wealth 311 South Wacker Drive 62nd Floor Chicago, IL 60606-6622, United States Phone: (312) 422-5400 View on Map launch Learn more CLEVELAND BNY Wealth 3333 Richmond Road Suite 110 Cleveland, OH 44122, United States Phone: (216) 593-2000 View on Map launch Learn more DALLAS BNY Wealth 4020 Maple Avenue Suite 650 Dallas, TX 75219, United States Phone: (214) 239-6420 View on Map launch Learn more DENVER BNY Wealth 100 St. Paul Street Suite 610 Denver, CO 80206, United States Phone: (303) 209-9500 View on Map launch Learn more GARDEN CITY BNY Wealth 1001 Franklin Avenue Garden City, NY 11530, United States Phone: (516) 294-2500 View on Map launch Learn more GREENVILLE BNY Wealth Two Greenville Crossing 4005 Kennett Pike Greenville, DE 19807-2018, United States Phone: (302) 421-2321 View on Map launch Learn more GREENWICH BNY Wealth 10 Mason Street Greenwich, CT 06830, United States Phone: (203) 863-2607 View on Map launch Learn more HOUSTON BNY Wealth 2229 San Felipe Street Suite 1525 Houston, TX 77019, United States Phone: (713) 483-7660 View on Map launch Learn more LAKE MARY BNY Wealth 600 Colonial Center Parkway Lake Mary, FL 32746, United States Phone: (407) 598-9122 View on Map launch Learn more LAS VEGAS BNY Wealth One Summerlin 1980 Festival Plaza Drive Suite 300 Las Vegas, NV 89135, United States Phone: (702) 944-7130 View on Map launch Learn more LOS ANGELES BNY Wealth 2029 Century Park East Suite 4100 Los Angeles, CA 90067, United States Phone: (310) 551-7625 View on Map launch Learn more MENLO PARK BNY Wealth 3000 Sand Hill Road Building #3 Suite 290 Menlo Park, CA 94025, United States Phone: (650) 233-1200 View on Map launch Learn more MIAMI BNY Wealth 1450 Brickell Avenue Suite 2700 Miami, FL 33131, United States Phone: (305) 810-2900 View on Map launch Learn more NAPLES BNY Wealth 4850 Tamiami Trail North Suite 220 Naples, FL 34103, United States Phone: (239) 919-5500 View on Map launch Learn more NEW YORK CITY BNY Wealth 200 Park Avenue New York, NY 10166, United States Phone: (646) 791-3414 View on Map launch Learn more NEWPORT BEACH BNY Wealth 1600 Newport Center Drive Suite 200 Newport Beach, CA 92660, United States Phone: (949) 253-5000 View on Map launch Learn more PALM BEACH BNY Wealth 777 S. 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BNY Wealth 607 14th Street NW 11th Floor Washington, DC 20005, United States Phone: (202) 624-7927 View on Map launch Learn more International DUBAI BNY Wealth The Bank of New York Mellon, DIFC Branch Gate Precinct Building 5 North, Level 6, Office 601, DIFC P.O. Box 506723 Dubai, United Arab Emirates Phone: +971 4 425 2551 View on Map launch Learn more GRAND CAYMAN BNY Mellon Trust Company (Cayman) Limited Suite 4206, 38 Market Street Canella Court, Camana Bay PO Box 766, KY1-9006 Grand Cayman, Cayman Islands Phone: +1 345 769 6600 View on Map launch Learn more LONDON BNY Wealth 160 Queen Victoria Street 6th Floor London, UK EC4V4LA Phone: +44 20 7163-5872 Phone: +44 20 7163 5566 View on Map launch Learn more Wealth Management Inquiries Our dedicated team of specialists is here to help. GENERAL BNY WEALTH INQUIRIES To speak with a wealth management professional, call (800) 610-8229. OFFICE LOCATIONS BNY Wealth works with individuals, families and institutions wherever they are located. View our list of office locations . BNY WEALTH ONLINE SUPPORT Need help with BNY Wealth Online? Please call (800) 880-5631. CLIENT BANKING INQUIRIES From check verifications to general information about your BNY Wealth accounts, call (800) 830-0549. Featured Insights About Us Newsroom Accessibility Client Login Careers Contact Us Manage Cookies Cookies Policy Terms of Use Privacy Legal Disclosure Online Security BNY.com BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole or its various subsidiaries generally. Bny.com provides information about services provided by BNY and its affiliates. Not all accounts, products, and services are available in all jurisdictions or to all customers. ©2026 BNY. close You are about to leave this site. This link directs you to a third-party website. BNY and it's affiliates accepts no responsibility for the content on third-party sites or for the services provided. Also, please be aware that when you use services provided by a third-party site, you're subject to that site's terms of service and privacy policy rules (i.e., sharing of personal information), which you should review carefully before proceeding. Leave Stay Trust & Estate Services | BNY Wealth Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results SOLUTIONS Trust & Estate Planning Services For over two centuries, individuals and families have trusted us for fiduciary services, trust and estate planning and professional trustee services. Our Services Focusing on What's Important to You With deep expertise in trust administration services and estate planning, you can rely on our dedicated financial professionals for comprehensive trust solutions, including consultation, implementation and administration. Our team of fiduciary specialists and wealth strategists ensure your estate is structured to maximize value while minimizing burdens on family and heirs. PROFESSIONAL TRUSTEE SERVICES We offer robust fiduciary services for both domestic and multijurisdictional families and are well-versed in aligning your trust’s purpose with the intricacies of personal trust laws. DELAWARE TRUSTS Even if you’re not a Delaware resident, its fiduciary trust laws offer significant advantages to non-residents. For example, Delaware does not tax accumulated income and capital gains in trusts with non-resident beneficiaries. To help protect and grow your assets, Delaware offers a wide array of options including Dynasty Trusts, Directed Trusts and Asset Protection Trusts. ESTATE SETTLEMENT SERVICES Managing an estate can be complex. We have the necessary expertise to help ensure a seamless transition of assets. Our estate settlement services specialists can assist with distribution, tax preparation, investment and liquidity management, along with custody and valuation. ESTATE PLANNING ADVICE As our nation’s first professional trustee, we have over 200 years of expertise in estate planning and trust administration services. Our fiduciary specialists help families structure their family trusts to ensure seamless wealth transitions, while minimizing conflicts of interest. TAILORED TRUST SOLUTIONS For Every Need Estate planning is more than just managing assets – it’s about securing your family’s future for generations to come. With extensive knowledge of Dynasty Trusts, Grantor Retained Annuity Trusts (GRATs), Generation Skipping Trusts (GST), Marital Trusts and other tax-efficient wealth transfer strategies, our team will help craft a plan that aligns with your unique vision. Contact us <span style="color: rgb(0,36,61);"><span class="size-h1"><span class="size-h2"></span><span style="color: rgb(45,155,173);"><span class="bnym-corp-druk-bold-eyebrow">TAILORED TRUST SOLUTIONS</span></span><span class="font-publico-pro"><br> For Every Need</span></span></span></h2> <p><span style="color: rgb(128,129,132);"><span style="color: rgb(0,0,0);"><span class="size-h5"><span class="size-h4">Estate planning is more than just managing assets – it’s about securing your family’s future for generations to come. With extensive knowledge of Dynasty Trusts, Grantor Retained Annuity Trusts (GRATs), Generation Skipping Trusts (GST), Marital Trusts and other tax-efficient wealth transfer strategies, our team will help craft a plan that aligns with your unique vision. </span></span></span></span></p> "/> YOUR TRUSTED PARTNER BNY Wealth at a Glance A proven track record backed by a heritage of excellence. $339B TOTAL PRIVATE CLIENT ASSETS As of 3/31/26 96% OVERALL CLIENT SATISFACTION Based on BNY Wealth's 2025 Client Satisfaction Survey 7 GENERATIONS OF WEALTH MANAGEMENT Longest tenured family client WEALTH MANAGEMENT News & Insights More News & Insights arrow_forward Report  |  Investments 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Media Type  |  Topic Podcast  |  Individuals & Families 2025 Tax Changes: What's New? With the One Big Beautiful Bill Act (OBBBA) recently signed into law, a host of tax changes are set to go into effect, impacting high net worth individuals and the wealth plans they have in place. Article  |  Business Owners Reducing the Tax Impact on the Sale of Your Business When selling or transitioning a business, few factors are as important as taxes. With the recent tax changes made by the One Big Beautiful Bill Act (OBBBA), strategic planning can make a significant difference in what business owners keep and what they pass on. Your Questions Answered What is a family trust? A family trust is an arrangement that allows a trustee to hold and manage assets for the benefit of the trust creator’s family members, referred to as the designated beneficiaries. It is a powerful estate planning tool, which helps to transfer assets across generations, and potentially protects assets from creditors and legal claims. What is the difference between a trust and an estate? A trust is a legal entity that holds and manages assets for beneficiaries according to specific terms outlined by a grantor, whereas an estate is managed through probate and comprises all liabilities a person leaves behind at death and all assets distributed according to their last will and testament. What is a dynasty trust? A dynasty trust is designed to transfer wealth across multiple generations without incurring estate, gift, or generation skipping transfer taxes at each generational level. In this arrangement, a trustee has discretion over when beneficiaries receive distributions, which aids in preserving family assets and may provide asset protection. Speak with a fiduciary expert today Ready to secure your legacy with expert trust and estate planning? Get in touch arrow_forward Disclosure 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 Ju Work With Us | BNY   menu search What We Offer keyboard_arrow_down Securities Services arrow_forward Fund & Investor Solutions Custody Managed Account Solutions Integrated Middle Office Solutions Global Clearing Issuer Services arrow_forward Conventional Trust Structured Debt Depositary Receipts Liquidity, Financing & Collateral arrow_forward Liquidity & Financing Credit & Lending Global Collateral Global Payments & Trade arrow_forward Payments Cash Management Trade Finance Markets Execution Services arrow_forward FX Fixed Income Equities Buy-Side Trading Solutions Investments arrow_forward Wealth arrow_forward BNY Pershing/Wealth Services arrow_forward Data & Analytics arrow_forward Digital Assets arrow_forward Who We Serve keyboard_arrow_down Alternative Asset Managers Investment Managers Asset Owners Insurance Companies Banks Broker-Dealers Corporations Wealth Intermediaries Individuals, Families & Family Offices Insights keyboard_arrow_down BNY Institute arrow_forward All Insights arrow_forward Wealth Management 2030: Redefining Value and Scale Read more arrow_forward Tracking the Margin Uptrend Read more arrow_forward About Us keyboard_arrow_down About BNY arrow_forward Leadership Office Locations Sustainability Technology & Innovation Thrive Together Newsroom arrow_forward Trust Center arrow_forward Careers arrow_forward Search BNY Jobs Early Career Opportunities Experienced Professionals Investor Relations keyboard_arrow_right Overview Press Releases Quarterly Earnings Events & Presentations Annual Reports & Proxy Statements SEC Filings & Other Disclosures Shareholder Services Fixed Income Corporate Governance Contact BNY Reports First Quarter 2026 Results Learn more arrow_forward Annual Report 2025: Built for Opportunity Learn more arrow_forward Client Access arrow_forward Contact Us chevron_left Back Investor Relations Overview Press Releases Quarterly Earnings Events & Presentations Annual Reports & Proxy Statements SEC Filings & Other Disclosures Shareholder Services Fixed Income Corporate Governance Contact BNY Reports First Quarter 2026 Results Learn more arrow_forward Annual Report 2025: Built for Opportunity Learn more arrow_forward Client Access Contact Us Go close SUGGESTED RESULTS Search Results WORK WITH US At the intersection of tech and finance. Opportunity in all directions. Search jobs Mina C., Operational Risk and Simon F., Alternative Operations CHOOSE YOUR CAREER ADVENTURE Join our team and experience a global culture of innovation and opportunity in a supportive team environment. Your success story starts here. Early Career For pre-internships, apprenticeships, internships and full-time analyst programs. Experienced For professionals with prior experience, including salaried and hourly careers. Contractors For professionals with prior experience, including salaried and hourly careers. PEOPLE REWARDS Your Wellbeing is Our Priority Like everything in life, balance is key. At BNY, we have the tools to support your wealth and health including a comprehensive benefits package with flexible work arrangements, competitive health plans, generous paid time off and a strong retirement package. Physical Wellbeing Our holistic approach to wellbeing encourages healthy habits throughout the year. We’ve got the tools you need to stay strong and healthy. Telemedicine Onsite health centers at select locations Fitness discount Health coaching Biometric screenings and more Emotional Wellbeing BNY understands that your mental health is just as important as your physical health. We offer a variety of options to support your full self. Virtual and in-person therapist Stress management Digital self-care tool Remote psychological consultations and more Financial Wellbeing Your financial wellbeing is vital to your overall health and prosperity. We provide tools to ensure you feel your financial best. Financial education program Digital planning tool Personalized financial counseling and more Social Wellbeing Our employees’ lives outside of work matter as much as the work itself. We sponsor a wide variety of social support benefits. Flexible work arrangement Maternity and paternity program Adoption support service Onsite nursing room and more #LIFE AT BNY Be seen. Be heard. Belong. Experience #LifeAtBNY Connect with us: Recognition AWARDS 2026 World's Most Admired Companies™ View more arrow_forward 2026 America's Most Innovative Companies™ View more arrow_forward View all awards noIcon Perspectives from our people Get a behind-the-scenes take on what to expect when you join our culture. The sense of belonging and being part of a family is woven into our core values. We also have a continued focus on diverse recruitment and a commitment to retain and grow our people.” Opportunity to advance exists here — it’s not just a saying. The culture, people, work flexibility and, most importantly, emphasis on mental health — it all allows me to balance my work, while caring for my daughter.” In my 15 years with BNY, my managers have always stressed the ability to grow personally and professionally here. There are many free learning courses and programs offered by the company to help employees continuously develop their skills.” By The Numbers 1784 BNY was founded by Alexander Hamilton 94% of the S&P top 100 banks worldwide* $59.4 trillion under custody and/or administration and $2.1 trillion in assets under management** 16 consecutive years listed on Corporate Equality Index, Human Rights Campaign Foundation *According to S&P Global, company assets were adjusted on a best-efforts basis for pending mergers, acquisitions and divestitures as well as M&A deals that closed after the end of the reporting period through March 31, 2023. Assets reported by non-U.S. dollar were converted to dollars using period-end exchange rates. Total assets were taken on an “as-reported” basis, and no adjustments were made to account for differing accounting standards. The majority of the banks were ranked by total assets as of December 31, 2022 and the data was compiled April 12, 2023. **as of March 31, 2026 BNY complies with all U.S. Federal and State employment posting requirements. Click here to access the employment ePosters. Employee Privacy Notices Employee privacy notices by region or country of employment. Contact Ethics If you wish to report a concern relating to a potential breach of any legal, regulatory or ethical requirements, please do so via the Company’s Ethics Office. Accessibility for Applicants with Disabilities At BNY we remain committed to diversity. As an Equal Employment Opportunity employer, we provide reasonable accommodations for qualified individuals with disabilities. All requests can be submitted directly to our internal accessibility accommodation team at [email protected] . Please include your name, the position ID number, a description of your requested accessibility accommodation as it relates to your disability and your preferred method of contact. PLEASE BE ADVISED: BNY has been made aware that there are several scams to take advantage of job seekers in a variety of ways. Depending on the scam, scammers look to collect confidential information to use for identity theft or try to get money from job seekers during the recruitment process. BNY will never ask for money during the application, recruitment, or on-boarding process. To learn more about the most common job scams, tips on how to avoid being scammed and federal reporting procedures, please visit consumer.ftc.gove/articles/0243-job-scams . 2023 Data Join BNY and help usher in the new era of innovation. Go Insights About Us Careers Investor Relations Newsroom Office Locations Contact Support Suppliers Privacy Terms of Use Cookie Notice Modern Slavery Statement Manage Cookies United States BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporat Security | BNY Wealth Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results Online Security The Bank of New York Mellon maintains active oversight of all of our systems as part of our efforts to protect the security and privacy of client information. The Internet is one of the most powerful communication tools available, making it possible to share information instantly, any time of the day or night, around the globe. Criminals have capitalized on the broad power and wide availability of the Internet and electronic mail (e-mail) to defraud unsuspecting people. It is critical that each of us maintain constant vigilance over the way we use the Internet and all forms of electronic communication. The Bank of New York Mellon maintains active oversight of all of our systems as part of our efforts to protect the security and privacy of client information. What Does BNY Do to Protect Your Identity? Stronger Authentication is an added layer of security for Internet applications containing non-public information. The Federal Financial Institutions Examination Council (FFIEC) requires Web sites such as bnymellonwealth.com to add a form of Stronger Authentication security to comply with Federal regulations. Since The Bank of New York Mellon has implemented Stronger Authentication security on this site, the first time you log in you will be required to register your Username. Please contact the Phone Center if you have any questions about this process at 800-880-5631. NOTE: BNY Wealth will never make unsolicited requests for a client’s electronic banking credentials. Protect Yourself To help protect yourself and your personal data, do not trust any e-mail communications that request your personal information. Criminals can be convincing. They make their fraudulent e-mails look like they come from legitimate sources. They publish fake websites that use designs, information and programming stolen from their rightful owners. Cyber criminals use methods to impersonate you over the phone to arrange funds transfers, or imitate communications from the financial institution to verify transactions, or initiate other changes to your account. Don't fall for their ploys. Protecting Your Username and Password Utilize strong passwords with at least 10 characters that include a combination of mixed case letters, numbers and special characters Do not share with others usernames and passwords for online banking systems Use a different password for online banking sites than you might use for email and other Internet activities Verify use of a secure session (https not http) in the browser for all online banking Do not "script" usernames and passwords for online banking to allow for automatic logins Install commercial anti-virus, desktop firewall, and intrusion detection software on all computer systems and apply updates regularly Ensure computers are patched regularly particularly operating system and key application with security patches Always activate the screensaver locking feature when you need to leave your computer unattended Where practical, carry out online banking activities from a stand-alone and locked down computer from which e-mail and Web browsing are not possible Never access bank, brokerage or other financial services information from public kiosks such as those found at Internet cafes, public libraries, and airports Keep abreast of the continuous cyber threats that occur If you have any concerns or questions, please contact your BNY Wealth wealth manager or private banker. E-mail and Website Scams E-mail is by far the most popular way for criminals to try to get your attention — and your personal information. An e-mail may direct you to a website designed and operated by criminals to trick you into revealing such information. Therefore, treat e-mail from someone you don't know the same way you would treat a telemarketing call from someone you don't know: don't necessarily believe what you're being told. Fraudulent e-mails and websites are created every day to attempt to steal personal information. It's called "phishing" — a variation of the word "fishing." There are limitless variations of these online scams, so the best defense is education and a healthy dose of skepticism. A few misleading and deceptive techniques in use include the following: The e-mail or website may appear to be genuine. It may include a logo that appears legitimate. It may ask you to click on a link to go to a website — the website address may, at first glance, appear legitimate and imply importance. The e-mail or website may ask for you to supply account numbers, Social Security numbers, personal identification numbers (PINs), passwords or credit card numbers. The e-mail or website may even already contain some of this information and is asking you to confirm the data. You are right to be suspicious of any e-mail or website asking you to supply or confirm any personal information. As technology and one's ability to detect these scams improves, so, unfortunately, do the criminals. The latest attacks do not even require you to do anything. Merely opening the e-mail can launch "hidden" software — a virus, "spyware" or other malicious code — that will download to and reside on your computer. Should they go undetected, any of these programs could compromise your computer in a variety of ways, including stealing private information, redirecting your Web surfing to unscrupulous sites and transmitting information that you type on your computer directly to the criminals. Therefore you should delete all unwanted and potentially fraudulent e-mails without opening them. Some fraudulent e-mails, spear-phishing attempts for example, can be very well done and very convincing. These are often created by more sophisticated and more determined criminals who are highly motivated to succeed. More generally, however, most fraudulent e-mails and websites established for fraud may frequently be characterized by the following: Misspellings and other typographical errors Poor grammar Urgent messages in the e-mail subject line Random characters in the e-mail subject line or body "Fuzzy" logos, or logos that are distorted Featured Insights About Us Newsroom Accessibility Client Login Careers Contact Us Manage Cookies Cookies Policy Terms of Use Privacy Legal Disclosure Online Security BNY.com BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole or its various subsidiaries generally. Bny.com provides information about services provided by BNY and its affiliates. Not all accounts, products, and services are available in all jurisdictions or to all customers. ©2026 BNY. close You are about to leave this site. This link directs you to a thir Your Active Wealth Podcast | BNY Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results Insights Your Active Wealth Podcast From our firm’s leading experts to you Bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected. Available on all podcast platforms. Follow the show to stay up-to-date! Episodes Let’s start a conversation. Contact Us arrow_forward Featured Insights About Us Newsroom Accessibility Client Login Careers Contact Us Manage Cookies Cookies Policy Terms of Use Privacy Legal Disclosure Online Security BNY.com BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole or its various subsidiaries generally. Bny.com provides information about services provided by BNY and its affiliates. Not all accounts, products, and services are available in all jurisdictions or to all customers. ©2026 BNY. close You are about to leave this site. This link directs you to a third-party website. BNY and it's affiliates accepts no responsibility for the content on third-party sites or for the services provided. Also, please be aware that when you use services provided by a third-party site, you're subject to that site's terms of service and privacy policy rules (i.e., sharing of personal information), which you should review carefully before proceeding. Leave Stay SUBSCRIBE Online Privacy | BNY Wealth Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results Online Privacy Last updated on: March 21, 2025 The Bank of New York Mellon Corporation, its affiliates, subsidiaries and agents, ("we", "our") take the security and confidentiality of your personal information very seriously. This Policy, together with our Terms of Use and any other documents referenced in them, explain how we use and manage the information that we collect from you or that you provide to us through this Web site. CLICK HERE TO VIEW THE BNY EMEA PRIVACY NOTICE CLICK HERE TO VIEW THE BNY COOKIE NOTICE CLICK HERE TO VIEW THE BNY EMEA COOKIE NOTICE CLICK HERE TO VIEW THE BNY CAYMAN ISLANDS PRIVACY NOTICE BNY, National Association and its affiliates (collectively “BNY”) appreciate your concerns about the privacy of personal information that you provide to us through this website (“Site”). Accordingly, we have posted this Online Privacy Statement to explain how we handle such information. Applicability If you do not agree to the terms of this Online Privacy Statement, please do not provide us with any information and do not use the Site. By using the Site and voluntarily providing your personally identifiable information to us, you consent to the collection and use of such personally identifiable information as set forth in this Online Privacy Statement. This Online Privacy Statement applies to this Site. Our online products and services may have different Online Privacy Statements. To view the Online Privacy Statement for specific products and services please click on the Privacy link on that site. Modifications We may modify this Online Privacy Statement at any time so please check from time to time for such modifications. If you have specific questions regarding this Online Privacy Statement or any information you have sent via the Site, please do not hesitate to contact us . Mobile Information Collected When calling into BNY Wealth, you authorize your wireless operator to disclose to us and our service providers your mobile number, name, address, email, network status, customer type, customer role, billing type, mobile device identifiers (IMSI and IMEI) and other subscriber and device details, if available, for the duration of the business relationship, solely for identity verification and fraud avoidance. The information in this Mobile Information Collected section is effective October 1, 2018 and any changes to our policy will be reflected in this location. Collection and Use of Your Information (Including Via Cookies) We use cookies, web beacons and similar technologies (called "Cookies" in this Online Privacy Statement) to track information provided to us by your browser and by our software application when you use the Site. A cookie is a small piece of information that a website stores on the web browser on your device and can later retrieve. "Session" Cookies are temporary and will expire at the end of a browser session; that is, when you leave a website. Session Cookies allow a website to recognize you and carry information as you navigate between pages during a single browser session and allow you to use the website most efficiently. "Persistent” Cookies, in contrast, remain in the Cookie file of your browser even after you leave a website and after the browser is closed. They enable a website to recognize you upon your return, remember your preferences and provide tailored services to you. A cookie will not contain information that will enable us to contact you via telephone, e-mail, or other means. We, and third party service providers acting on our behalf, use session and persistent Cookies to: Remember preferences that you submit as well as those generated from your usage data and your responses to polls and surveys on our Site; Measure your use of our Site in an effort to improve its quality and enhance your overall experience, including tracking page views, time and date of Site access, and other usage data, and identifying your operating system and browser type (but not other information about your computer or the programs on it) and your general geographic location; and Allow you to share certain information on our Site via social media bookmarking buttons, email or on social networking sites. Secure your Wealth Online account by collecting data, such as typing speed, touch gestures, scrolling activity and mouse movements (‘behavioural biometrics’) and additional actions you may have performed during your use of the website or mobile application when you are logged in, to uniquely identify you and detect suspicious activity. The third party service providers mentioned above use any personal information they collect on our behalf solely for the purpose of providing the contracted service to us. They have also agreed to confidentiality restrictions. Most browsers are initially set to accept Cookies. However, you have the ability to change your browser settings. It may also be possible to configure your browser settings to enable acceptance of specific Cookies or to notify you each time a new Cookie is about to be stored on your device enabling you to decide whether to accept or reject the Cookie. You can also disable Cookies by configuring your browser setting to reject Cookies. Please refer to the help section of your browser for instructions on disabling Cookies. For more information about Cookies, how they work, why they are so useful and how to disable them, you can visit www.allaboutcookies.org . If you do not wish to accept Cookies from this Site, please either disable them or refrain from using this Site. If Cookies are disabled, it may mean that you experience reduced functionality or will be prevented from using all or part of this Site. We may use aggregated usage data to track trends and analyze patterns on the Site. You may also voluntarily submit information, including by responding to our online polls and surveys, requesting information from us or asking to be contacted by one of our representatives. If you work for one of our institutional (business) clients, we may obtain your business contact information from your firm. 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The information collected also is used to provide a record of communications between BNYM and its Site Our Client Commitment | BNY Wealth Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results Our Client Commitment At BNY we’ve always been relentlessly client focused. It was true when we were founded in 1784, and it remains so today. Perhaps that’s why we've been named one of the world's most admired companies TM by Fortune for the twenty-eighth time. Placing our clients' interests first in everything we do has helped lead to enduring relationships that span generations. Clients Look to Us for Answers We start by listening. From there, we provide advice and solutions specifically tailored to each client’s individual needs. How can I use credit and cash management to power my goals? "Our clients require liquidity to fund their lifestyle, make purchases and take advantage of market opportunities. Traditional borrowing serves this purpose, often with a line of credit secured by investments. But leverage is only one piece of this puzzle. We also help our clients take a strategic approach to cash management by structuring their cash flow into three separate buckets according to purpose, risk-return objectives and timing.” RICK CALERO Chief Revenue Officer, BNY Wealth Learn more arrow_forward How can I ensure I'm managing my wealth for long-term success? “Stay invested because even a short period on the sidelines can prove costly. Time in the market beats timing the market.” SINEAD COLTON GRANT Chief Investment Officer, BNY Wealth Learn more arrow_forward How do I prepare myself and my family for the sale of my business? “Navigating the process to transition from entrepreneur to investor is complex. Thoughtful planning is a must, so it is essential to work with a trusted advisor who can help you navigate the process of selling your business to ensure your family’s interests are protected, the deal is structured with tax efficiencies in mind, and that you and your family have a plan to manage the wealth post-exit." ROB KRICENA Global Head, Private Client, BNY Wealth Learn more arrow_forward Powering the Financial World As part of BNY, we leverage our firm’s strength as a leading investment management, asset servicing and wealth management firm to offer world-class solutions. INVESTMENT MANAGEMENT Exceptional insights, extensive resources and active, individualized portfolio management all work together to help you achieve your specific goals. PRIVATE BANKING We have a well-earned reputation as one of the safest and most trusted institutions in the world. Our white-glove service is not just a phrase, it’s a promise. Each client accesses the support of a dedicated private banker to manage day-to-day needs and guide long-term planning. TRUSTS & ESTATES We have the requisite expertise and resources to ensure estates are managed to help maximize value while minimizing the burden on family and heirs. WEALTH MANAGEMENT Our Active Wealth approach helps our clients achieve long-term financial success according to their goals – empowering them to navigate the unpredictable and unexpected. Let's start a conversation. Contact Us arrow_forward Featured Insights About Us Newsroom Accessibility Client Login Careers Contact Us Manage Cookies Cookies Policy Terms of Use Privacy Legal Disclosure Online Security BNY.com BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole or its various subsidiaries generally. Bny.com provides information about services provided by BNY and its affiliates. Not all accounts, products, and services are available in all jurisdictions or to all customers. ©2026 BNY. close You are about to leave this site. This link directs you to a third-party website. BNY and it's affiliates accepts no responsibility for the content on third-party sites or for the services provided. Also, please be aware that when you use services provided by a third-party site, you're subject to that site's terms of service and privacy policy rules (i.e., sharing of personal information), which you should review carefully before proceeding. Leave Stay BNY | Global Financial Services   menu search What We Offer keyboard_arrow_down Securities Services arrow_forward Fund & Investor Solutions Custody Managed Account Solutions Integrated Middle Office Solutions Global Clearing Issuer Services arrow_forward Conventional Trust Structured Debt Depositary Receipts Liquidity, Financing & Collateral arrow_forward Liquidity & Financing Credit & Lending Global Collateral Global Payments & Trade arrow_forward Payments Cash Management Trade Finance Markets Execution Services arrow_forward FX Fixed Income Equities Buy-Side Trading Solutions Investments arrow_forward Wealth arrow_forward BNY Pershing/Wealth Services arrow_forward Data & Analytics arrow_forward Digital Assets arrow_forward Who We Serve keyboard_arrow_down Alternative Asset Managers Investment Managers Asset Owners Insurance Companies Banks Broker-Dealers Corporations Wealth Intermediaries Individuals, Families & Family Offices Insights keyboard_arrow_down BNY Institute arrow_forward All Insights arrow_forward Wealth Management 2030: Redefining Value and Scale Read more arrow_forward Earnings Breadth Still Improving Read more arrow_forward About Us keyboard_arrow_down About BNY arrow_forward Leadership Office Locations Sustainability Technology & Innovation Thrive Together Newsroom arrow_forward Trust Center arrow_forward Careers arrow_forward Search BNY Jobs Early Career Opportunities Experienced Professionals Investor Relations keyboard_arrow_right Overview Press Releases Quarterly Earnings Events & Presentations Annual Reports & Proxy Statements SEC Filings & Other Disclosures Shareholder Services Fixed Income Corporate Governance Contact BNY Reports First Quarter 2026 Results Learn more arrow_forward Annual Report 2025: Built for Opportunity Learn more arrow_forward Client Access arrow_forward Contact Us chevron_left Back Investor Relations Overview Press Releases Quarterly Earnings Events & Presentations Annual Reports & Proxy Statements SEC Filings & Other Disclosures Shareholder Services Fixed Income Corporate Governance Contact BNY Reports First Quarter 2026 Results Learn more arrow_forward Annual Report 2025: Built for Opportunity Learn more arrow_forward Client Access Contact Us Go close SUGGESTED RESULTS Search Results AI. Connectivity. Trust. BUILT IN We connect people and platforms to help you unlock fresh insights, broaden capabilities and accelerate confident decision making to drive better outcomes for your business. Learn more BNY INSTITUTE COMPETING AT SCALE BNY Institute examines how alternative asset managers can build competitive edge as private markets scale and complexity rises. Read more arrow_forward What we do EMPOWERING CLIENTS BNY sits at the heart of the world’s capital markets, helping clients to operate more efficiently and accelerate growth, while remaining resilient through change. We deliver innovative solutions across every stage of the financial lifecycle. What we offer HOLISTIC SOLUTIONS We bring together expertise and technology to provide complete solutions that help our clients achieve their ambitions. Explore our platforms below: Explore what's possible arrow_forward GLOBAL PAYMENTS & TRADE Move and manage your money, securely. arrow_forward EXECUTION SERVICES Market access, streamlined workflows and dedicated sales and trading. arrow_forward LIQUIDITY & FINANCING Integrated platform orchestrating liquidity, margin and financing. arrow_forward GLOBAL COLLATERAL Collateral management and mobility to optimize liquidity needs. arrow_forward DIGITAL ASSETS Infrastructure connecting traditional and digital ecosystems. arrow_forward MANAGED ACCOUNT SOLUTIONS Product innovation and scale for personalized investment solutions. arrow_forward INTEGRATED MIDDLE OFFICE SOLUTIONS A flexible, technology agnostic platform with modular services. arrow_forward CUSTODY Asset safety with global market access and operational expertise. arrow_forward FUND & INVESTOR SOLUTIONS Fund and investor servicing for growth, insight & efficiency. arrow_forward GLOBAL CLEARING Reimagined self-clearing, outsourced and hybrid clearing solutions. arrow_forward DATA & ANALYTICS Cloud-native and AI enabled platform for data and operations. arrow_forward BNY PERSHING/ WEALTH SERVICES Brokerage, advisory and growth solutions, financial products. arrow_forward DEPOSITARY RECEIPTS Reach a wider pool of investors and opportunities worldwide. arrow_forward CONVENTIONAL TRUST Trusted solutions for debt, escrow and public finance transactions. arrow_forward STRUCTURED DEBT Innovative solutions for ABS, CLO and loan transactions. arrow_forward WEALTH MANAGEMENT Investments, wealth planning and banking for individuals and family offices. arrow_forward INVESTMENT MANAGEMENT Delivering global expertise and solutions for investors. arrow_forward CREDIT & LENDING Tailored credit solutions delivered with expertise. arrow_forward About us TRUSTED PARTNER BNY puts clients at the center of everything we do. We empower businesses, institutions, individuals and communities to thrive, grow and succeed. As a trusted partner for our clients, we innovate relentlessly to help them unlock efficiency and drive performance. Let's move forward together The latest NEWS & INSIGHTS NEWSROOM BNY, together with Finstreet Limited and ADI Foundation, Announce Strategic Collaboration to Deliver Digital Asset Infrastructure in the UAE April 16, 2026 BNY INSTITUTE How the Fed’s Next Moves Could Shape Markets May 01, 2026 INSIGHTS Four Key Trends Driving Corporate Treasury’s Strategic Evolution May 06, 2026 INSIGHTS Choreographing Liquidity with AI and Tokenisation May 03, 2026 By the numbers GLOBAL REACH & SCALE BNY touches approximately 20% of the world's investable assets. $59.4T in assets under custody and/or administration * $2.1T in assets under management * 100+ provides custody services to clients in over 100 markets *As of March 31, 2026 CAREERS At BNY, you’ll join a global team and culture that values curiosity, collaboration and innovation where your path to success can be uniquely your own. Spark progress with us. Join our team noIcon READY TO TALK ABOUT WHAT'S NEXT? Learn more about our platforms and solutions Contact us Insights About Us Careers Investor Relations Newsroom Office Locations Contact Support Suppliers Privacy Terms of Use Cookie Notice Modern Slavery Statement Manage Cookies United States BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole or its various subsidiaries generally. Bny.com provides information about services provided by BNY and its affiliates. Not all accounts, products, and services are available in all jurisdictions or to all customers. ©2026 BNY. Visit our websites around the world. 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Leave Stay Accessibility | BNY Wealth Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results Accessibility BNY is committed to providing an accessible website experience for all visitors to its website and is actively working to increase accessibility and usability of the website using the recommendations contained in the Web Content Accessibility Guidelines (WCAG) promulgated by the Web Accessibility Initiative (WAI) of the World Wide Web Consortium (W3C). We are dedicated to progressively implementing the pertinent sections of the WCAG 2.1 Level AA as our accessibility standard in order to enhance the accessibility of our websites and mobile applications. Our goal is to routinely evaluate our websites and mobile apps using assistive technology like screen readers and magnifiers as well as automated techniques. In addition, we actively interact with the accessibility community on a global level, including through our internal employee networks, advocacy organizations, and subject matter experts to maintain awareness of changing frameworks and technologies. Please contact us at the following email addresses [email protected] if you have any questions or concerns about accessibility. Featured Insights About Us Newsroom Accessibility Client Login Careers Contact Us Manage Cookies Cookies Policy Terms of Use Privacy Legal Disclosure Online Security BNY.com BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole or its various subsidiaries generally. Bny.com provides information about services provided by BNY and its affiliates. Not all accounts, products, and services are available in all jurisdictions or to all customers. ©2026 BNY. close You are about to leave this site. This link directs you to a third-party website. BNY and it's affiliates accepts no responsibility for the content on third-party sites or for the services provided. Also, please be aware that when you use services provided by a third-party site, you're subject to that site's terms of service and privacy policy rules (i.e., sharing of personal information), which you should review carefully before proceeding. Leave Stay Active Wealth Strategies Insights | BNY Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results Uncover opportunities to power your wealth Our five Active Wealth strategies support the life you want to live, and legacy you wish to create. Start a conversation Institutional-caliber discipline, curated for you . We apply similar practices to those employed in institutional asset management, and tailor them to your unique family and personal goals. This proven multidisciplinary approach helps you sustain and build wealth long term. Get in touch arrow_forward Lasting wealth demands Active Wealth Our multidisciplinary Active Wealth approach is structured around five core strategies and utilizes the same practices and discipline employed in institutional asset management. This helps ensure every financial decision actively and intentionally powers your goals. <span style="color: #00243d;"><span class="font-publico-pro">Lasting wealth demands <br> <i>Active Wealth</i></span></span></h1> <p><span class="font-akkurat-pro"><br> Our multidisciplinary Active Wealth approach is structured around five core strategies and utilizes the same practices and discipline employed in institutional asset management. This helps ensure every financial decision actively and intentionally powers your goals.</span></p> "/> Invest Capitalize on investment strategies that can help deliver growth, tax efficiency and higher potential returns. Identify ways to grow and sustain your wealth, stay invested in the market and manage concentration risk. <span style="color: rgb(0,36,61);"><span class="font-publico-pro">Invest</span></span></h1> <p><span class="font-akkurat-pro">Capitalize on investment strategies that can help deliver growth, tax efficiency and higher potential returns. Identify ways to grow and sustain your wealth, stay invested in the market and manage concentration risk.</span></p> "/> Protect Utilize customized protection strategies to help structure your assets with tax efficiency. Uncover ways to manage the impact of taxation and safeguard your legacy. <span style="color: rgb(0,36,61);"><span class="font-publico-pro">Protect</span></span></h1> <p><span class="font-akkurat-pro">Utilize customized protection strategies to help structure your assets with tax efficiency. Uncover ways to manage the impact of taxation and safeguard your legacy.</span></p> "/> Manage Leverage proprietary management strategies to help minimize the impact of taxes. Discover ways to generate stronger after-tax returns over time, such as tax-managed equity portfolios. <span style="color: rgb(0,36,61);"><span class="font-publico-pro">Manage</span></span></h1> <p><span class="font-akkurat-pro">Leverage proprietary management strategies to help minimize the impact of taxes. Discover ways to generate stronger after-tax returns over time, such as tax-managed equity portfolios.</span></p> "/> Borrow Harness borrowing strategies to help finance and grow your wealth. Identify financing opportunities beyond debt and leverage, to accelerate the achievement of your goals. <span style="color: rgb(0,36,61);"><span class="font-publico-pro">Borrow</span></span></h1> <p><span class="font-akkurat-pro">Harness borrowing strategies to help finance and grow your wealth. Identify financing opportunities beyond debt and leverage, to accelerate the achievement of your goals.</span></p> "/> Spend Draw on curated spending strategies that evolve in response to the market. Uncover ways to strategically adjust your spending habits, to navigate market opportunities and secure your goals. <span style="color: rgb(0,36,61);"><span class="font-publico-pro">Spend</span></span></h1> <p><span class="font-akkurat-pro">Draw on curated spending strategies that evolve in response to the market. Uncover ways to strategically adjust your spending habits, to navigate market opportunities and secure your goals.</span></p> "/> Let's start a conversation . Meet your advisor arrow_forward Featured Insights About Us Newsroom Accessibility Client Login Careers Contact Us Manage Cookies Cookies Policy Terms of Use Privacy Legal Disclosure Online Security BNY.com BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole or its various subsidiaries generally. Bny.com provides information about services provided by BNY and its affiliates. Not all accounts, products, and services are available in all jurisdictions or to all customers. ©2026 BNY. close You are about to leave this site. This link directs you to a third-party website. BNY and it's affiliates accepts no responsibility for the content on third-party sites or for the services provided. Also, please be aware that when you use services provided by a third-party site, you're subject to that site's terms of service and privacy policy rules (i.e., sharing of personal information), which you should review carefully before proceeding. Leave Stay SUBSCRIBE About Us Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results About Us Since our company's founding over two centuries ago, we've been committed to understanding the needs of accomplished individuals, families and businesses and helping them achieve financial success. BY THE NUMBERS Powering the Financial World As part of BNY, we leverage our firm’s strength as a leading investment management, asset servicing and wealth management firm to offer world-class solutions. *All figures as of March 31, 2026 $59.4 TRILLION IN ASSETS under custody and/or under administration $2.1 TRILLION IN ASSETS under management 35 COUNTRIES Our History Over BNY's 240 year history, we've seen times of prosperity, uncertainty and possibility. Since our founding in 1784, we have created solutions for clients that build a more resilient financial system and advance the future of finance. Learn more arrow_forward Leadership JOSE MINAYA Global Head of BNY Investments and Wealth Meet Jose → BRIAN RILEY Global Head of BNY Wealth Meet Brian → RICK CALERO Chief Revenue Officer, BNY Wealth Meet Rick → SINEAD COLTON GRANT Chief Investment Officer, BNY Wealth Meet Sinead → ROB KRICENA Global Head, Private Client, BNY Wealth Meet Rob → Relentlessly Client-focused Being relentlessly client-focused isn't easy. But we've found it's the only way to create the kind of client satisfaction that leads to enduring relationships that span generations. Learn more arrow_forward Let's start a conversation. Contact Us arrow_forward Featured Insights About Us Newsroom Accessibility Client Login Careers Contact Us Manage Cookies Cookies Policy Terms of Use Privacy Legal Disclosure Online Security BNY.com BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole or its various subsidiaries generally. Bny.com provides information about services provided by BNY and its affiliates. Not all accounts, products, and services are available in all jurisdictions or to all customers. ©2026 BNY. close You are about to leave this site. This link directs you to a third-party website. BNY and it's affiliates accepts no responsibility for the content on third-party sites or for the services provided. Also, please be aware that when you use services provided by a third-party site, you're subject to that site's terms of service and privacy policy rules (i.e., sharing of personal information), which you should review carefully before proceeding. Leave Stay Foundation Investment Advisors | Endowments & Philanthropy Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results SOLUTIONS Foundations & Endowments Through market contractions, expansions and everything in-between, we’ve helped nonprofit organizations achieve their fiduciary and philanthropic goals through experienced foundation investment advisors and endowment management expertise. Our Services Specialized Wealth Management for Foundations & Endowments Utilizing sophisticated investment management techniques, including fiduciary and philanthropic best practices, our team of specialists is ready to help your organization meet today’s challenges, while preparing for the future. PLANNED GIVING FOR NONPROFITS Strategic guidance and investment support to strengthen and scale your planning giving programs, helping nonprofits sustain long-term impact. INVESTMENT MANAGEMENT After taking each client’s individual objectives into account, we employ a proprietary process for both portfolio development and implementation. FAMILY CHARITABLE GIVING & PHILANTHROPY We collaborate with families to shape their philanthropic vision, structuring family charitable funds and multigenerational strategies for lasting impact. DONOR ADVISED FUND SERVICES We offer full-cycle management for private label or existing donor advised funds to help preserve and direct charitable capital effectively. TAILORED FOR YOU Comprehensive Foundation & Endowment Solutions We have broad expertise serving the needs of nonprofits. Our capabilities include everything from investment management and treasury services, to planned giving and donor advised funds. We also have a deep knowledge of donor motivations, and the complex philanthropic and estate planning approaches used to preserve and grow wealth. Contact us <span style="color: rgb(0,36,61);"><span class="size-h1"><span style="color: rgb(45,155,173);"><span class="bnym-corp-druk-bold-eyebrow">TAILORED FOR YOU</span></span><span class="font-publico-pro"><br> <span style="font-weight: normal;">Comprehensive Foundation & Endowment <i>Solutions</i></span></span></span></span></h2> <p><span class="size-h4"><span style="color: rgb(128,129,132);"><span style="color: rgb(0,0,0);">We have broad expertise serving the needs of nonprofits. Our capabilities include everything from investment management and treasury services, to planned giving and donor advised funds. We also have a deep knowledge of donor motivations, and the complex philanthropic and estate planning approaches used to preserve and grow wealth.<b></b></span></span></span></p> "/> YOUR TRUSTED PARTNER BNY Wealth at a Glance A proven track record backed by a heritage of excellence. $2.1T ASSETS UNDER MANAGEMENT As of 3/31/26 96% OVERALL CLIENT SATISFACTION Based on BNY Wealth's 2025 Client Satisfaction Survey 7,500 GRANTS DISTRIBUTED TO CHARITIES As of 2/10/25 IN THE SPOTLIGHT Turning Point in Private Assets Head of Alternative Investments Paul Vittone meets with members of his team to discuss the dynamic private assets investment landscape and opportunities they are seeing in the year ahead. Listen to the podcast <span style="color: rgb(95,181,190);"><span style="color: rgb(45,155,173);"><span class="bnym-corp-druk-bold-eyebrow">IN THE SPOTLIGHT<br /> </span></span></span><span style="color: rgb(0,36,61);"><span class="font-publico-pro"><a>Turning Point in <i>Private Assets</i></a></span></span></h1> <p><span class="font-akkurat-pro"><span class="size-h4"><span style="color: rgb(128,129,132);"><span style="color: rgb(0,0,0);">Head of Alternative Investments Paul Vittone meets with members of his team to discuss the dynamic private assets investment landscape and opportunities they are seeing in the year ahead.</span></span></span></span></p> "/> WEALTH MANAGEMENT News & Insights More News & Insights arrow_forward Report  |  Investments 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Article  |  Family Offices Why AI and Crypto Are Gaining Ground in Family Office Portfolios Family offices are leaning into AI and crypto, seizing on two of the most dynamic investment themes. Podcast  |  Individuals & Families 2025 Tax Changes: What's New? With the One Big Beautiful Bill Act (OBBBA) recently signed into law, a host of tax changes are set to go into effect, impacting high net worth individuals and the wealth plans they have in place. Article  |  Business Owners Q&A: How the One Big Beautiful Bill’s $15M Estate Exemption Reshapes Multigenerational Giving Explore how individuals, married couples, and ultra-wealthy estates should adapt—from simple lifetime gifting to sophisticated structures like GRATs, dynasty trusts, and valuation-discount strategies. Your Questions Answered What are the unique investment needs of endowments and foundations? The investment needs of endowments and foundations are shaped by many aspects, including their mission, spending rate, and time horizon. Other influential factors include risk tolerance, liquidity needs, and taxes, which all drive decision-making as it pertains to the investment strategies they utilize to fund their mission. What is the role of a foundation or nonprofit financial advisor in supporting mission-driven goals? Foundation or nonprofit financial advisors help in a multitude of ways, including financial resource optimization, investment and mission alignment, spending policy guidance, and financial planning and reporting. As with other advisory relationships, the advisor acts as a trusted partner, helping to maximize the impact of the organization. What is the difference between an endowment and a foundation? An endowment is an investment fund, typically established by a nonprofit or institution to generate income. Whereas a foundation is a nonprofit organization that makes grants to carry out charitable activities. In other words, foundations may use endowments to fund their philanthropic endeavors. Achieve your fiduciary and philanthropic goals Work with experienced nonprofit financial advisors to uncover strategies that align your mission. Get in touch arrow_forward Disclosure The information on this website is for informational purposes only and does not constitute legal, tax, investment, or financial advice. Effort has Upcoming Webcasts & Events | BNY Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results INSIGHTS Webcasts Led by financial experts and industry leaders, our webcasts offer actionable insights and advice on topics that include investment strategy, market trends, taxes, estate planning, ensuring your legacy, policy implications and more. FEATURED WEBCAST Navigating Uncertainty Listen to a replay of Chief Investment Officer Sinead Colton Grant, special guest Major General (Ret.) Tom Bouchard and a panel of experts as they share their perspectives on key geopolitical developments, implications for oil and markets, and how to navigate uncertainty. Watch replay arrow_forward WEBCAST ARCHIVE Let’s start a conversation. Contact Us arrow_forward Featured Insights About Us Newsroom Accessibility Client Login Careers Contact Us Manage Cookies Cookies Policy Terms of Use Privacy Legal Disclosure Online Security BNY.com BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole or its various subsidiaries generally. Bny.com provides information about services provided by BNY and its affiliates. Not all accounts, products, and services are available in all jurisdictions or to all customers. ©2026 BNY. close You are about to leave this site. This link directs you to a third-party website. BNY and it's affiliates accepts no responsibility for the content on third-party sites or for the services provided. Also, please be aware that when you use services provided by a third-party site, you're subject to that site's terms of service and privacy policy rules (i.e., sharing of personal information), which you should review carefully before proceeding. Leave Stay SUBSCRIBE Wealth Planning Solutions for UHNW Families | BNY Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results SOLUTIONS Wealth Planning 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. Our Services You Can’t Predict the Future, But We Can Help You Plan for It 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. WEALTH PROTECTION AND TRANSFER 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. FAMILY GOVERNANCE SERVICES 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. STRATEGIC PHILANTHROPY 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. ASSET-SPECIFIC ADVICE 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. TAILORED FOR YOU Comprehensive Wealth Planning Solutions 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. Contact us <span style="color: rgb(0,36,61);"><span class="size-h1"><span class="size-h2"></span><span style="color: rgb(45,155,173);"><span class="bnym-corp-druk-bold-eyebrow">TAILORED FOR YOU</span></span><span class="font-publico-pro"><br> Comprehensive Wealth Planning<i> Solutions</i></span></span></span></h2> <p><span class="size-h4"><span style="color: rgb(128,129,132);"><span style="color: rgb(0,0,0);">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. </span></span></span></p> "/> YOUR TRUSTED PARTNER BNY Wealth at a Glance A proven track record backed by a heritage of excellence. $339B TOTAL PRIVATE CLIENT ASSETS As of 3/31/26 96% OVERALL CLIENT SATISFACTION Based on BNY Wealth's 2025 Client Satisfaction Survey 7 GENERATIONS OF WEALTH MANAGEMENT Longest tenured family client IN THE SPOTLIGHT Power Your Goals with Active Wealth 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. Learn more <span style="color: rgb(95,181,190);"><span style="color: rgb(45,155,173);"><span class="bnym-corp-druk-bold-eyebrow">IN THE SPOTLIGHT<br /> </span></span></span><span style="color: rgb(0,36,61);"><span class="font-publico-pro"><a>Power Your Goals with <i>Active Wealth</i></a></span></span></h1> <p><span class="font-akkurat-pro"><span class="size-h4"><span style="color: rgb(128,129,132);"><span style="color: rgb(0,0,0);">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.</span></span></span></span></p> <h3> </h3> "/> WEALTH MANAGEMENT News & Insights More News & Insights arrow_forward Report  |  Investments 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Article  |  Business Owners Managing Wealth Through Divorce 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. Media Type  |  Topic 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. Article  |  Investments The Silver Lining of Volatility: Tax-Loss Harvesting Make market volatility work for you by turning today’s losses into tax breaks that can boost portfolio returns this year and beyond. Your Questions Answered What is family wealth planning? 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. What services does a wealth planner typically provide? 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. What types of wealth planning services does BNY Wealth offer? BNY Wealth offers many wealth planning services, such as wealth protection and transfer solutions, family governance services, philanthropic strategies, asset specific Chart of the Week | BNY Wealth Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results Insights Chart of the Week We focus on macro and technical data driving markets, so you can focus on the trends that matter the most. MOST RECENT Will Markets Remain Resilient? Global equities have risen an annualized 11% since 2020 despite repeated shocks, as resilient growth and earnings have helped markets recover from periods of volatility. While the U.S.-Iran conflict poses near-term inflation and growth risks, markets remain constructive as earnings expectations continue to improve. Read More arrow_forward Previous Charts Featured Insights About Us Newsroom Accessibility Client Login Careers Contact Us Manage Cookies Cookies Policy Terms of Use Privacy Legal Disclosure Online Security BNY.com BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole or its various subsidiaries generally. Bny.com provides information about services provided by BNY and its affiliates. Not all accounts, products, and services are available in all jurisdictions or to all customers. ©2026 BNY. close You are about to leave this site. This link directs you to a third-party website. BNY and it's affiliates accepts no responsibility for the content on third-party sites or for the services provided. Also, please be aware that when you use services provided by a third-party site, you're subject to that site's terms of service and privacy policy rules (i.e., sharing of personal information), which you should review carefully before proceeding. Leave Stay SUBSCRIBE World-class Wealth Management Services Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results ALTERNATIVE ASSET THEMES Equipped for Changing Terrain The changing investment landscape underscores the importance of diversifying with alternative investments. Discover the role alternatives can play in achieving your wealth goals. Read more News & Insights INVESTOR RELATIONS Annual Report 2025 In his annual letter to shareholders, CEO Robin Vince reflects on BNY’s strong 2025 performance and the next phase of reimagining our company. ARTICLE | BUSINESS OWNERS Insights for Private Business Owners Our 2025 Insights for Private Business Owners Report, Mastering the Sale, provides first-hand perspectives and advice from 127 owners of privately-held businesses, combined with actionable insights from BNY Wealth experts. Article  |  Chart of the Week Will Markets Remain Resilient? Global equities have risen an annualized 11% since 2020 despite repeated shocks, as resilient growth and earnings have helped markets recover from periods of volatility. While the U.S.-Iran conflict poses near-term inflation and growth risks, markets remain constructive as earnings expectations continue to improve. ARTICLE | INVESTMENTS The 2026 AI Inflection Point The artificial intelligence investment narrative is becoming more nuanced. After several years of unprecedented capital spending by the world’s largest technology companies, investors are no longer debating AI’s theoretical potential. All Insights arrow_forward Our Client Commitment For more than two centuries, our commitment to clients has been central to our approach and it continues to this day. Jose Minaya, global head of BNY Investments and Wealth, shares how we remain focused on anticipating clients’ needs, understanding their goals and helping them achieve financial success. Learn more arrow_forward Power Your Goals with Active Wealth 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. Learn more <span class="font-publico-pro"><span class="size-h1">Power Your Goals <br /> with Active Wealth</span></span></h2> <p><span class="size-h4"><br /> 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.</span></p> <h3> </h3> "/> Why More Business Owners are Partnering With Us We’ve been helping private business owners and entrepreneurs tackle their most complex business issues and open doors to new opportunities for generations. Perhaps that’s why 92% of Fortune 100 businesses are clients. 1 Learn more <span class="font-publico-pro"><span class="size-h1">Why More Business Owners are Partnering With Us</span></span></h2> <p><span class="size-h4"><br /> We’ve been helping private business owners and entrepreneurs tackle their most complex business issues and open doors to new opportunities for generations. Perhaps that’s why 92% of Fortune 100 businesses are clients.<sup>1</sup></span></p> "/> 1 Fortune , Time Inc. ©2024 Let’s start a conversation. Contact Us arrow_forward Disclosure 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 . © 2026 THE BANK OF NEW YORK MELLON CORPORATION Featured Insights About Us Newsroom Accessibility Client Login Careers Contact Us Manage Cookies Cookies Policy Terms of Use Privacy Legal Disclosure Online Security BNY.com BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole or its various subsidiaries generally. Bny.com provides information about services provided by BNY and its affiliates. Not all accounts, products, and services are available in all jurisdictions or to all customers. ©2026 BNY. close You are about to leave this site. This link directs you to a third-party website. BNY and it's affiliates accepts no responsibility for the content on third-party sites or for the services provided. Also, please be aware that when you use services provided by a third-party site, you're subject to that site's terms of service and privacy policy rules (i.e., sharing of personal information), which you should review carefully before proceeding. Leave Stay Newsroom Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results SOLUTIONS Newsroom Catch up on our appearances in the news and keep up with our biggest announcements. BNY Wealth’s newsroom is home to everything you need to know. FEATURED STORIES Sinead Colton Grant on Bloomberg TV ‘The Close’ Sinead Colton Grant, chief investment officer, was featured on Bloomberg TV ‘The Close’ discussing ‘healthy skepticism’ around the AI trade and the potential for broader opportunities following the recent selloff. TRENDING IN THE NEWS Alicia Levine on CNBC TV ‘Closing Bell’ Alicia Levine, head of investment strategy and equities, was featured on CNBC TV ‘Closing Bell’ discussing the potential implications of the recent tariff ruling on the markets. Alicia Levine on Fox Business ‘Making Money with Charles Payne’ Alicia Levine, head of investment strategy and equities, was featured on @FoxBusiness ‘Making Money with Charles Payne’ discussing factors that could drive market movements and strategies for positioning portfolios. Alicia Levine on CNBC TV ‘Squawk Box’ Alicia Levine, head of investment strategy and equities, was featured on CNBC TV ‘Squawk Box’ discussing her positive equities outlook and fundamentals-driven guidance for investors. Sinead Colton Grant on Bloomberg TV ‘Open Interest’ Sinead Colton Grant, chief investment officer, was featured on Bloomberg TV ‘Open Interest’ discussing her market outlook and how tech valuations and AI megatrends are shaping portfolio allocations and influencing labor markets. ARCHIVED STORIES MEDIA INQUIRIES For Wealth-related media inquiries, please contact Taylor Ventrice, Corporate Communications. Email Media Inquiry arrow_forward Let’s start a conversation. Contact Us arrow_forward Featured Insights About Us Newsroom Accessibility Client Login Careers Contact Us Manage Cookies Cookies Policy Terms of Use Privacy Legal Disclosure Online Security BNY.com BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole or its various subsidiaries generally. Bny.com provides information about services provided by BNY and its affiliates. Not all accounts, products, and services are available in all jurisdictions or to all customers. ©2026 BNY. close You are about to leave this site. This link directs you to a third-party website. BNY and it's affiliates accepts no responsibility for the content on third-party sites or for the services provided. Also, please be aware that when you use services provided by a third-party site, you're subject to that site's terms of service and privacy policy rules (i.e., sharing of personal information), which you should review carefully before proceeding. Leave Stay Private Banking Services | BNY Wealth Solutions Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results SOLUTIONS Private Banking Services BNY has built a reputation as one of the safest and most trusted banking institutions in the world. Our client-first philosophy is reflected in the extraordinary level of service we provide. Perhaps that’s why we’re also one of the top 10 U.S. private banks. 1 Our Services Private Banking Solutions for Lending and Cash Management We provide a wide range of private banking products and tailored lending solutions – including residential mortgages, commercial real estate financing, securities-based lending, even fine art and aircraft financing – for our private banking clients, their families and businesses. At any given moment, spending more or less may make more sense for you. We help you manage your cash and banking needs strategically as your goals, needs, and market conditions change so your wealth continues to power your goals. TAILORED LENDING AND PRIVATE CREDIT Whether you are growing a business, purchasing a home, making a major acquisition, or funding an unplanned expense, we can help you unlock capital and manage cash flow fluctuations. BANKING & CASH MANAGEMENT Designed to facilitate the management of both short- and longer-term spending needs, our checking, savings and certificates of deposit accounts offer a fully integrated digital private banking experience and competitive rates. ESCROW SERVICES Our experience with complex agreements, along with a commitment to a quick turnaround may be why private banking clients rely on us for their escrow needs. BUSINESS BANKING Whether you require a conventional business banking account or have more complex cash management requirements, we offer comprehensive banking solutions to facilitate your day-to-day and long-term needs. TAILORED FOR YOU Private Banking and Business Banking Solutions With well over two centuries of experience serving the nation’s wealthiest individuals, families, business owners and professional firms, our responsiveness and personalized service are unsurpassed. As a business or personal private banking client, you’ll enjoy the services of a dedicated private banker, with access to our full suite of private banking services featuring competitive interest rates and relationship pricing. Contact us <span style="color: rgb(0,36,61);"><span class="size-h1"><span class="size-h2"></span><span style="color: rgb(45,155,173);"><span class="bnym-corp-druk-bold-eyebrow">TAILORED FOR YOU</span></span><span class="font-publico-pro"><br /> Private Banking and Business<i> </i>Banking <i>Solutions</i></span></span></span></h2> <p><span class="size-h4"><span style="color: rgb(128,129,132);"><span style="color: rgb(0,0,0);">With well over two centuries of experience serving the nation’s wealthiest individuals, families, business owners and professional firms, our responsiveness and personalized service are unsurpassed. As a business or personal private banking client, you’ll enjoy the services of a dedicated private banker, with access to our full suite of private banking services featuring competitive interest rates and relationship pricing.</span></span></span></p> "/> YOUR TRUSTED PARTNER BNY Wealth at a Glance A proven track record backed by a heritage of excellence. TOP 10 U.S. PRIVATE BANK 1 2025 Cerulli Report, U.S. Private Banks and Trust Companies Ranking 96% OVERALL CLIENT SATISFACTION Based on BNY Wealth's 2025 Client Satisfaction Survey 7 GENERATIONS OF WEALTH MANAGEMENT Longest tenured family client IN THE SPOTLIGHT Adopting a Billionaire Mindset with Borrowing Billionaires multiply their wealth by borrowing against their assets to pay for new investments. But they aren't the only ones who can use leverage to their benefit. Read the full article <span style="color: rgb(95,181,190);"><span style="color: rgb(45,155,173);"><span class="bnym-corp-druk-bold-eyebrow">IN THE SPOTLIGHT<br /> </span></span></span><span style="color: rgb(0,36,61);"><span class="font-publico-pro"><a>Adopting a Billionaire Mindset with Borrowing</a></span></span></h1> <p><span class="font-akkurat-pro"><span class="size-h4"><span style="color: rgb(128,129,132);"><span style="color: rgb(0,0,0);">Billionaires multiply their wealth by borrowing against their assets to pay for new investments. But they aren't the only ones who can use leverage to their benefit. </span></span></span></span></p> "/> WEALTH MANAGEMENT News & Insights More News & Insights arrow_forward Report  |  Investments 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Article  |  Private Banking Looking for your Next Luxury Home? Luxury homes offer several advantages, including long-term investment potential and the strategic use of mortgages for financial leverage. Media Type  |  Topic Podcast  |  Individuals & Families Master Cash Management Scott Lillis, regional president, Mid-Atlantic Region, and Lynda Ly, private banking manager, explain our strategic cash management framework Your Questions Answered How should I be thinking about managing my cash? Cash management is a crucial component of any wealth management strategy. At any given moment, spending more or less may make the most sense for you. To optimize your cash flow, we advise clients to consider managing their funds in three distinct ways to align with purpose, risk appetite, and desired levels of return and liquidity. This adaptable approach will help you navigate evolving goals, needs and market conditions. What can I expect from my dedicated Private Banker? Expect unmatched personal service, responsiveness and execution from your dedicated Private Banker. They will work closely with you to craft a thoughtful cash management approach, complementing your short- and long-term goals. Your Private Banker will also collaborate with your relationship team to provide expert guidance on optimizing BNY Wealth private banking solutions. How do BNY Wealth’s private banking solutions differ from traditional banking solutions? At BNY Wealth, we place our clients’ needs first in everything we do. Our banking solutions have helped ultra-high-net-worth individuals, business owners and family offices achieve their goals through every kind of market cycle for over 240 years. Terms of Use | BNY Wealth Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results Terms of Use By using this Web site you acknowledge that you have read and understood the following terms and conditions. Please read these terms and conditions (the "Terms") carefully. By accessing any page of BNY Wealth's Web site ("this Web site"), you agree to be bound by the Terms below. If you do not agree to the Terms, please do not access any pages of this Web site. These Terms are a legal document setting out your rights and obligations and those of the legal entity, which is providing investment management and/or custody services for your account through BNY Wealth with respect to this Web site. BNY Wealth conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. As used herein, the term "BNY Wealth" or "BNY" shall mean The Bank of New York Mellon Corporation and each of its subsidiaries and/or affiliates. No advice or information, whether oral or written, obtained by you through or from this Web site or from any conversation with a BNY officer, employee or agent will operate to vary these Terms. These Terms may be amended by BNY at any time without notice to you. Your continued use of the Web site following any such changes will mean that you accept and agree to such changes. CONTENT OF SITE While care has been taken to ensure the information contained within this Web site is accurate and up-to-date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information. All products referred to on this Web site are subject to change without notice. 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There is no representation or warranty that Legal Disclosure | BNY Wealth Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. 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Leave Stay Wealth Management Services in San Francisco | BNY Wealth Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results Wealth Management Services in San Francisco In San Francisco, our advisors deliver customized wealth management solutions that support your life, legacy and long-term goals. Our Services THE SAN FRANCISCO OFFICE Helping you uncover opportunities to power your wealth For more than 240 years, BNY has helped individuals and families build, manage and sustain wealth through changing markets and generations. In San Francisco, we take a personalized, structured approach grounded in our five Active Wealth strategies: invest, borrow, spend, manage and protect. This framework helps clients navigate change with confidence and realize their ambitions while preserving their legacy. ADDRESS 101 2nd Street 24th Floor San Francisco, CA 94105 CONTACT Office Phone: (415) 951-4100 READY TO TALK? Contact Us arrow_forward Your Team of Trusted Advisors SENIOR DIRECTOR, MARKET PRESIDENT Chris Brown SENIOR DIRECTOR, TEAM LEADER Joey Ha DIRECTOR, PRIVATE BANKING MANAGER Lynda Ly IN THE COMMUNITY The 49ers Foundation The San Francisco office is actively engaged in the local community, donating their time and resources to organizations that are important to clients and team members, such as the 49ers Foundation. The 49ers Foundation harnesses football to educate and empower Bay Area youth through innovative community-focused programs and partnerships that inspire confidence and collaboration to tackle what is possible. Since 1991, the 49ers Foundation has invested more than $50 million back into historically underserved Bay Area communities in support of its commitment to remain faithful to the next generation. *BNY Wealth provides investment management services to certain charitable organizations, including the 49ers Foundation. The link is provided for informational purposes only and does not constitute an endorsement. Learn more <span style="color: rgb(45,155,173);" class="custom-color-rte"><span class="bnym-corp-druk-bold-eyebrow"><span class="font-druk"><span class="size-h4"><span class="size-h1">IN THE COMMUNITY</span></span></span><br> </span></span><span class="font-publico-pro"><span style="color: rgb(0,36,61);"><span class="size-h1">The 49ers Foundation</span></span></span></h4> <p><span class="size-h4"><br> The San Francisco office is actively engaged in the local community, donating their time and resources to organizations that are important to clients and team members, such as the 49ers Foundation. The 49ers Foundation harnesses football to educate and empower Bay Area youth through innovative community-focused programs and partnerships that inspire confidence and collaboration to tackle what is possible. Since 1991, the 49ers Foundation has invested more than $50 million back into historically underserved Bay Area communities in support of its commitment to remain faithful to the next generation.<br>  </span></p> <p>*BNY Wealth provides investment management services to certain charitable organizations, including the 49ers Foundation. The link is provided for informational purposes only and does not constitute an endorsement.</p> "/> Lasting Wealth Demands Active Wealth 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. Learn more <span style="color: rgb(45,155,173);" class="custom-color-rte"><span class="bnym-corp-druk-bold-eyebrow"> </span></span><span class="font-publico-pro"><span class="size-h1"><span style="color: rgb(0,36,61);">Lasting Wealth Demands <br> <i>Active Wealth</i></span></span></span></h4> <p><span class="size-h4"><br> 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.</span></p> "/> Our Services INVESTMENT MANAGEMENT Insights and resources to deliver active, individualized portfolio management, including proprietary tax managed strategies. WEALTH PLANNING, TRUST & ESTATES Strategies for wealth protection and generational wealth transfer, family governance, strategic philanthropy and business succession planning. PRIVATE BANKING A suite of lending and banking solutions, including checking, savings, certificates of deposit, credit lines, mortgages and cash management capabilities. FAMILY OFFICE SERVICES Global custody and reporting solutions designed to enhance operational efficiency and to provide greater security and control of global assets. Your Questions Answered Why BNY? BNY has been helping accomplished individuals, families and businesses achieve their financial goals for over 240 years. Today, we are one of the top 10 Private Banks in the U.S. 1 and among the most trusted wealth managers in the industry, with client relationships that often span generations. 1 2025 Cerulli Report, U.S. Private Banks and Trust Companies Ranking. Why does a fiduciary relationship matter? Fiduciaries are legally and ethically bound to always act in the best interests of their clients. However, not all wealth managers are fiduciaries; in fact, only a small percentage are. At BNY Wealth, every wealth manager is also a fiduciary. What sets BNY Wealth apart? Our client first culture delivers the kind of personalized service and individualized attention typically associated with boutique firms. Leveraging institutional asset management practices, our proprietary Active Wealth approach looks across your entire balance sheet, helping uncover opportunities others may overlook. This exceptional commitment to our clients may be why we ve been recognized as one of Fortune's Most Admired Companies for the 29 th time * . Let's start a conversation. Ready to see how we can help you uncover opportunities to power your goals? Contact us today. Speak with a private wealth advisor arrow_forward Disclosure * For 2026. Fortune curated this year’s World’s Most Admired Companies™ report by surveying 685 companies with revenues of $10 billion or more, spanning 29 different countries. 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 ma Cookies Policy | BNY Wealth Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results Cookie Notice Last updated on: January 14, 2025 We use cookies, web beacons and similar technologies (called "Cookies" in this policy) to store information, enhance your browsing experience and improve the functionality of our web site and web-based applications (called "Web sites" in this policy). You should be aware that disabling Cookies may affect the appearance of our Web site on your device and limit your browsing experience (including preventing access to any secure areas of our Web site where relevant). 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Use of Action Tags When you utilize the Web site, we may receive certain non-personally identifiable info Expert Investment Management Solutions Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results SOLUTIONS Investment Management Explore BNY Wealth’s investment management services. Our experts deliver personalized advice and tax-efficient, customized portfolio management strategies to support your long-term goals. Our Services An Institutional Approach to Investing To address the complex financial needs and tax-efficient investing priorities of our clients, we utilize the proven practices employed by the largest institutional investors. However, we customize the approach to address the unique challenges individuals and families face. This methodology helps us deliver successful outcomes for our clients year after year and from one generation to the next. GOALS-BASED INVESTING Based on a deep understanding of your goals, time horizon, values and tax situation, we apply our investment thinking and resources to design a portfolio tailored to your needs. STRATEGIC ASSET ALLOCATION A purposeful mix of asset classes that unites long-term views, short-term insights and a robust design to help you successfully achieve your goals in a variety of market environments. ASSET MANAGEMENT Our exceptional set of asset managers harness their investment expertise, discipline and risk controls to deliver proven results across asset classes and specialties. INVESTMENT PLATFORM A curated combination of active and passive investment vehicles from proprietary and third-party managers are chosen to align with your goals and preferences. TAILORED FOR YOU Comprehensive Investment Management Solutions Active, innovative investment management services are at the heart of BNY Wealth's philosophy and process. Our history and experience are levers that can help clients navigate any market environment with each investor's unique situation in mind. Contact us <span style="color: rgb(0,36,61);"><span class="size-h1"><span class="size-h2"></span><span style="color: rgb(45,155,173);"><span class="bnym-corp-druk-bold-eyebrow">TAILORED FOR YOU</span></span><span class="font-publico-pro"><br> Comprehensive Investment Management <i>Solutions</i></span></span></span></h2> <p><span class="size-h4"><span style="color: rgb(128,129,132);"><span style="color: rgb(0,0,0);">Active, innovative investment management services are at the heart of BNY Wealth's philosophy and process. Our history and experience are levers that can help clients navigate any market environment with each investor's unique situation in mind.</span></span></span></p> "/> YOUR TRUSTED PARTNER BNY Wealth at a Glance A proven track record backed by a heritage of excellence. $339B TOTAL PRIVATE CLIENTS ASSETS As of 3/31/26 96% OVERALL CLIENT SATISFACTION Based on BNY Wealth's 2025 Client Satisfaction Survey 7 GENERATIONS OF WEALTH MANAGEMENT Longest tenured family client IN THE SPOTLIGHT From the Analyst's Desk The new administration has been quick to address energy policy to promote U.S. energy independence and lower the cost at the pump. How will the new policies impact the energy sector? Watch the video <span style="color: rgb(95,181,190);"><span style="color: rgb(45,155,173);"><span class="bnym-corp-druk-bold-eyebrow">IN THE SPOTLIGHT<br /> </span></span></span><span style="color: rgb(0,36,61);"><span class="font-publico-pro"><a>From the <i>Analyst's Desk</i></a></span></span></h1> <p><span class="font-akkurat-pro"><span class="size-h4"><span style="color: rgb(128,129,132);"><span style="color: rgb(0,0,0);">The new administration has been quick to address energy policy to promote U.S. energy independence and lower the cost at the pump. How will the new policies impact the energy sector? </span></span></span></span></p> "/> WEALTH MANAGEMENT News & Insights More News & Insights arrow_forward Report  |  Investments 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Article  |  Chart of the Week Will Markets Remain Resilient? Global equities have risen an annualized 11% since 2020 despite repeated shocks, as resilient growth and earnings have helped markets recover from periods of volatility. While the U.S.-Iran conflict poses near-term inflation and growth risks, markets remain constructive as earnings expectations continue to improve. Article  |  Investments Navigating the Crypto Landscape Cryptocurrency has evolved from a small-scale experiment into a multi-trillion-dollar global market. This article dives into the market’s history, adoption, innovations and regulations. Podcast  |  Investments Turning Point in Private Assets Head of Alternative Investments Paul Vittone meets with members of his team to discuss the dynamic private assets investment landscape and opportunities they are seeing in the year ahead. Unlock your investments’ potential Ready to see how we can help you uncover opportunities to power your goals through custom investment portfolios and institutional-caliber guidance? Contact us today. Get in touch arrow_forward Disclosure 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 . © 2026 THE BANK OF NEW YORK MELLON CORPORATION Featured Insights About Us Newsroom Accessibility Client Login Careers Contact Us Manage Cookies Cookies Policy Terms of Use Privacy Legal Disclosure Online Security BNY.com BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole or it Wealth Management for Business Owners & Succession Planning Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results SOLUTIONS Wealth Management for Business Owners & Entrepreneurs At BNY, we’ve been advising business owners and entrepreneurs for more than 240 years. Our wealth management and business succession planning services can help you address your business needs today, and in the years to come. Our Services Plan on a Successful Business Transition Whether you're starting, expanding or crafting a business exit strategy, our team will collaborate closely with you and your professional advisors. All while providing the requisite resources and expertise to assist with your toughest business challenges and most promising opportunities. STARTING & GROWTH PHASE We work with all types of business owners including early-stage founders and entrepreneurs. Some services we provide include defined benefit plan management, banking, funding, cash flow and investment planning, and corporate entity and governance structure. PRE-TRANSITION PLANNING Thinking of selling or developing a succession plan for the next generation? The sooner you start, the better. We can help with everything from assembling a deal team and business lending, to tax mitigation strategies and succession planning. BUSINESS TRANSITION PLANNING Deciding to sell is a personal decision. We can help with just about everything else, including escrow and custody services, a detailed bid comparison, pro forma net worth statements, even post-sale cash flow and tax optimization solutions. POST-TRANSITION PLANNING You’ve sold or transferred your business. Now what? We’re here to help with services that include post-transition investment, insurance and tax strategies, family governance planning, family office services and strategic giving. ARE YOU EXIT READY? The three-minute business plan You built the business. But are you fully prepared for what comes next? Our three-minute assessment helps evaluate financial, operational and personal readiness helping you navigate the next chapter. Explore <span style="color: rgb(0,36,61);"><span class="size-h1"><span class="size-h2"></span><span style="color: rgb(45,155,173);"><span class="bnym-corp-druk-bold-eyebrow">ARE YOU EXIT READY?</span></span><span class="font-publico-pro"><br> The three-minute <i>business plan</i></span></span></span></h2> <p><span class="size-h4"><span style="color: rgb(128,129,132);"><span style="color: rgb(0,0,0);">You built the business. But are you fully prepared for what comes next? Our three-minute assessment helps evaluate financial, operational and personal readiness helping you navigate the next chapter.</span></span></span></p> "/> YOUR TRUSTED PARTNER BNY Wealth at a Glance A proven track record backed by a heritage of excellence. 240+ YEARS SERVING CLIENTS 92% OF FORTUNE 100 BUSINESSES ARE CLIENTS Fortune , Time Inc. © 2024 96% OVERALL CLIENT SATISFACTION Based on BNY Wealth's 2025 Client Satisfaction Survey RESEARCH REPORT Mastering the Private Business Sale Our report, “Insights for Private Business Owners—Mastering the Sale,” offers first-hand views and advice from 127 privately held business owners, plus actionable insights from BNY Wealth experts. Read the report <span style="color: rgb(95,181,190);"><span style="color: rgb(45,155,173);"><span class="bnym-corp-druk-bold-eyebrow">RESEARCH REPORT<br> </span></span></span><span style="color: rgb(0,36,61);"><span class="font-publico-pro">Mastering the Private Business Sale</span></span></h1> <p><span class="font-akkurat-pro"><span class="size-h4"><span style="color: rgb(128,129,132);"><span style="color: rgb(0,0,0);">Our report, “Insights for Private Business Owners—Mastering the Sale,” offers first-hand views and advice from 127 privately held business owners, plus actionable insights from BNY Wealth experts.</span></span></span></span></p> "/> WEALTH MANAGEMENT News & Insights More News & Insights arrow_forward Report  |  Investments 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Article  |  Business Owners Reducing the Tax Impact on the Sale of Your Business When selling or transitioning a business, few factors are as important as taxes. With the recent tax changes made by the One Big Beautiful Bill Act (OBBBA), strategic planning can make a significant difference in what business owners keep and what they pass on. Article  |  Business Owners Selling a Business? Our guide to early planning can help maximize the value of the company. Podcast  |  Business Owners Mastering the Sale Alex Murray, market president of Newport Beach, and Boryana Zamanoff, senior wealth strategist, break down key insights from our report, Mastering the Sale. Your Questions Answered How can I mitigate capital gains tax? Key strategies to minimize capital gains tax on the sale of your business include income tax mitigation to reduce immediate impact, rollover and exclusion techniques to defer or eliminate gains, and estate-freezing techniques to mitigate taxes on future appreciation. With complex rules and shifting tax laws, BNY Wealth can help incorporate your vision for the transition of your business into a well-defined, tax-efficient strategy. What is business succession planning and why is it important? Business succession planning involves thoughtfully transferring ownership of your business to family, key employees or outside buyers. It helps ensure a smooth transition, provide for your future financial needs, preserves business value, protects your legacy, and can prevent operational and financial disruption, family and employee conflict and tax inefficiencies. Advance planning ensures you have adequate time to identify successors, establish governance and implement strategies that align with your long-term vision. What are the key components of a strong business exit strategy? A strong business exit strategy includes early planning, ideally at least three years in advance. It also requires assembling the right team of expert advisors to assist with preparing for life after the sale—with guidance on investment strategy, tax planning, family governance, family office services and philanthropy. Our history of partnering with business owners and their advisors uniquely positions us to help you navigate the co Wealth Management Services in San Francisco | BNY Wealth Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results Wealth Management Services in San Francisco In San Francisco, our advisors deliver customized wealth management solutions that support your life, legacy and long-term goals. Our Services THE SAN FRANCISCO OFFICE Helping you uncover opportunities to power your wealth For more than 240 years, BNY has helped individuals and families build, manage and sustain wealth through changing markets and generations. In San Francisco, we take a personalized, structured approach grounded in our five Active Wealth strategies: invest, borrow, spend, manage and protect. This framework helps clients navigate change with confidence and realize their ambitions while preserving their legacy. ADDRESS 101 2nd Street 24th Floor San Francisco, CA 94105 CONTACT Office Phone: (415) 951-4100 READY TO TALK? Contact Us arrow_forward Your Team of Trusted Advisors SENIOR DIRECTOR, MARKET PRESIDENT Chris Brown SENIOR DIRECTOR, TEAM LEADER Joey Ha DIRECTOR, PRIVATE BANKING MANAGER Lynda Ly IN THE COMMUNITY The 49ers Foundation The San Francisco office is actively engaged in the local community, donating their time and resources to organizations that are important to clients and team members, such as the 49ers Foundation. The 49ers Foundation harnesses football to educate and empower Bay Area youth through innovative community-focused programs and partnerships that inspire confidence and collaboration to tackle what is possible. Since 1991, the 49ers Foundation has invested more than $50 million back into historically underserved Bay Area communities in support of its commitment to remain faithful to the next generation. *BNY Wealth provides investment management services to certain charitable organizations, including the 49ers Foundation. The link is provided for informational purposes only and does not constitute an endorsement. Learn more <span style="color: rgb(45,155,173);" class="custom-color-rte"><span class="bnym-corp-druk-bold-eyebrow"><span class="font-druk"><span class="size-h4"><span class="size-h1">IN THE COMMUNITY</span></span></span><br> </span></span><span class="font-publico-pro"><span style="color: rgb(0,36,61);"><span class="size-h1">The 49ers Foundation</span></span></span></h4> <p><span class="size-h4"><br> The San Francisco office is actively engaged in the local community, donating their time and resources to organizations that are important to clients and team members, such as the 49ers Foundation. The 49ers Foundation harnesses football to educate and empower Bay Area youth through innovative community-focused programs and partnerships that inspire confidence and collaboration to tackle what is possible. Since 1991, the 49ers Foundation has invested more than $50 million back into historically underserved Bay Area communities in support of its commitment to remain faithful to the next generation.<br>  </span></p> <p>*BNY Wealth provides investment management services to certain charitable organizations, including the 49ers Foundation. The link is provided for informational purposes only and does not constitute an endorsement.</p> "/> Lasting Wealth Demands Active Wealth 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. Learn more <span style="color: rgb(45,155,173);" class="custom-color-rte"><span class="bnym-corp-druk-bold-eyebrow"> </span></span><span class="font-publico-pro"><span class="size-h1"><span style="color: rgb(0,36,61);">Lasting Wealth Demands <br> <i>Active Wealth</i></span></span></span></h4> <p><span class="size-h4"><br> 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.</span></p> "/> Our Services INVESTMENT MANAGEMENT Insights and resources to deliver active, individualized portfolio management, including proprietary tax managed strategies. WEALTH PLANNING, TRUST & ESTATES Strategies for wealth protection and generational wealth transfer, family governance, strategic philanthropy and business succession planning. PRIVATE BANKING A suite of lending and banking solutions, including checking, savings, certificates of deposit, credit lines, mortgages and cash management capabilities. FAMILY OFFICE SERVICES Global custody and reporting solutions designed to enhance operational efficiency and to provide greater security and control of global assets. Your Questions Answered Why BNY? BNY has been helping accomplished individuals, families and businesses achieve their financial goals for over 240 years. Today, we are one of the top 10 Private Banks in the U.S. 1 and among the most trusted wealth managers in the industry, with client relationships that often span generations. 1 2025 Cerulli Report, U.S. Private Banks and Trust Companies Ranking. Why does a fiduciary relationship matter? Fiduciaries are legally and ethically bound to always act in the best interests of their clients. However, not all wealth managers are fiduciaries; in fact, only a small percentage are. At BNY Wealth, every wealth manager is also a fiduciary. What sets BNY Wealth apart? Our client first culture delivers the kind of personalized service and individualized attention typically associated with boutique firms. Leveraging institutional asset management practices, our proprietary Active Wealth approach looks across your entire balance sheet, helping uncover opportunities others may overlook. This exceptional commitment to our clients may be why we ve been recognized as one of Fortune's Most Admired Companies for the 29 th time * . Let's start a conversation. Ready to see how we can help you uncover opportunities to power your goals? Contact us today. Speak with a private wealth advisor arrow_forward Disclosure * For 2026. Fortune curated this year’s World’s Most Admired Companies™ report by surveying 685 companies with revenues of $10 billion or more, spanning 29 different countries. 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 ma Wealth Management Solutions for Individuals & Families Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results SOLUTIONS Wealth Management for Individuals & Families Your BNY Wealth plan is based on an in-depth analysis of what you need now, what your plans are for the future and how you’d like your wealth to be managed for subsequent generations. Our Services Private Wealth Advisors with Generations of Experience When it comes to private wealth management, experience is everything. At BNY, we’ve been helping individuals and families grow and secure their wealth for generations. Today, we’re the world’s #1 custodian 1 and a top 10 U.S. private bank. 2 It also marks the 29th time we’ve been named one of the World’s Most Admired Companies TM by Fortune Magazine. 3 INVESTMENT MANAGEMENT Exceptional insights, extensive resources and active, individualized portfolio management all work together to help you achieve your specific goals. PRIVATE BANKING We have a well-earned reputation as one of the safest and most trusted institutions in the world. Our white-glove service is not just a phrase, it’s a promise. Each client accesses the support of a dedicated private banker to manage day-to-day needs and guide long-term planning. TRUSTS & ESTATES We have the requisite expertise and resources to ensure estates are managed to help maximize value while minimizing the burden on family and heirs. WEALTH MANAGEMENT Our Active Wealth approach helps our clients achieve long-term financial success according to their goals – empowering them to navigate the unpredictable and unexpected. TAILORED FOR YOU Comprehensive Private Wealth Solutions Your BNY Wealth plan starts with you and your private wealth advisor. The life you want to live and the legacy you wish to create is uniquely personal. Your wealth strategy should be, too. After careful consideration and analysis, your private wealth advisor will create a plan that will not only power your goals but help secure your legacy. Contact us <span style="color: rgb(0,36,61);"><span class="size-h1"><span class="size-h2"></span><span style="color: rgb(45,155,173);"><span class="bnym-corp-druk-bold-eyebrow">TAILORED FOR YOU</span></span><span class="font-publico-pro"><br> Comprehensive Private Wealth<br> <i>Solutions</i></span></span></span></h2> <p><span class="font-akkurat-pro"><span class="size-h4">Your BNY Wealth plan starts with you and your private wealth advisor. The life you want to live and the legacy you wish to create is uniquely personal. Your wealth strategy should be, too. After careful consideration and analysis, your private wealth advisor will create a plan that will not only power your goals but help secure your legacy.  </span></span></p> "/> YOUR TRUSTED PARTNER BNY Wealth at a Glance A proven track record backed by a heritage of excellence. $339B TOTAL PRIVATE CLIENT ASSETS As of 3/31/26 96% OVERALL CLIENT SATISFACTION Based on BNY Wealth's 2025 Client Satisfaction Survey 7 GENERATIONS OF WEALTH MANAGEMENT Longest tenured family client IN THE SPOTLIGHT Power Your Goals with Active Wealth 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. Learn more <span style="color: rgb(95,181,190);"><span style="color: rgb(45,155,173);"><span class="bnym-corp-druk-bold-eyebrow">IN THE SPOTLIGHT<br /> </span></span></span><span style="font-size: 60.0px;font-weight: 400;"><span style="color: rgb(0,36,61);"><span class="font-publico-pro">Power Your Goals with Active Wealth</span></span></span></h1> <p><span class="font-akkurat-pro"><span class="size-h4">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.</span></span></p> "/> WEALTH MANAGEMENT News & Insights More News & Insights arrow_forward Report  |  Investments 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Media Type  |  Topic Keeping up with tax policies and their potential impact can be challenging. Our team of seasoned professionals is dedicated to providing personalized guidance, solutions and strategies to help you attain your goals. Podcast  |  Individuals & Families 2025 Tax Changes: What's New? With the One Big Beautiful Bill Act (OBBBA) recently signed into law, a host of tax changes are set to go into effect, impacting high net worth individuals and the wealth plans they have in place. Article  |  Investments The Silver Lining of Volatility: Tax-Loss Harvesting Make market volatility work for you by turning today’s losses into tax breaks that can boost portfolio returns this year and beyond. Your Questions Answered What services does BNY Wealth offer for high-net-worth individuals? Individuals and families who work with BNY Wealth gain access to a full range of wealth management services tailored to their complex financial needs, including personalized banking, customized lending solutions, investment management, estate and tax planning, trust and fiduciary support, and multi-generational family office services. We also help with philanthropic strategy and offer global custody and reporting capabilities, all backed by a dedicated advisory team. What should a wealthy individual or family look for in a wealth advisor? Seek a financial advisor (and firm) with the requisite experience and resources to provide custom solutions covering all aspects of your financial life. This includes investment strategy, estate and tax planning, trust services and support for complex holdings, like privately-owned businesses and real estate. It’s critical that the advisor takes a holistic approach, understands your specific needs and provides custom solutions that are aligned with your goals, risk tolerance, time horizon, tax situation, and overall financial objectives. How does BNY Wealth support the wealth management needs of successful families? BNY Wealth helps high-net-worth families manage their financial lives th 2026 Outlook: Innovation Drives Opportunities | BNY Wealth Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results 2026 Outlook Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment   opportunities. Download the Report On the Horizon for 2026 In 2026, we expect modest global economic growth, with ongoing innovation enabling the U.S. to maintain its leadership. After proving resilient in 2025, the U.S. economy is poised to benefit from AI-driven productivity gains, stable consumer spending and further monetary easing. We expect earnings growth to improve as pro-business legislation, rapid AI adoption and monetary easing boost corporate profits. Meanwhile, the One Big Beautiful Bill Act and lower borrowing costs will support   consumers. We invite you to explore five themes creating investment opportunities and see how we can help you navigate the year   ahead. Key Themes 01. Global Growth Remains Resilient 02. Bonds Reassert Their Value 03. Broadening Earnings Power Equities 04. AI Megatrends Attract Attention 05. Digital Assets Gain Traction The CIO Summary 01 Global Growth Remains Resilient We anticipate that U.S. economic leadership will continue, with shifting labor dynamics, consumer strength and pro-growth policies supporting this   narrative. Accounting for 70% of GDP, consumption remains a critical part of the growth story. Rising asset values (stocks and housing) combined with low levels of debt, also known as the wealth effect, have continued to strengthen household balance sheets. In fact, according to the Fed, since 2020 net worth has increased from $116 trillion to $176 trillion today, while household debt levels are the lowest in over 50   years. U.S. Leadership Advantage U.S. Eurozone Japan Cumulative Real GDP Growth since 2010 -5 0 5 10 15 20 25 30 35 40 45 50 55 --> 12/09 12/11 12/13 12/15 12/17 12/19 12/21 12/23 --> --> Source: Bloomberg. Data as of September 30, 2025. Investor Takeaway Technological innovation, rising productivity and supportive policies solidify a U.S. economic   advantage. 02 Bonds Reassert Their Value Although bond yields have come down from their recent highs, they continue to look attractive relative to those of the previous decade. This is important because the initial yield at which you invest is typically a good proxy for expected long-term   returns. While we are positive on fixed income next year, investors should still be prepared for periods of volatility. An active approach can capitalize on interest rate movements, harvest losses to minimize the impact of taxes, assess the credit quality of bond issuers, and exploit   dislocations. Bond Yields Are Still Attractive Emerging Market Debt High Yield Investment Grade Credit 10-Year Treasury Intermediate Muni Yield (%) 0 2 4 6 8 10 12 14 16 18 --> 10/15 10/17 10/19 10/21 10/23 10/25 --> --> Source: Bloomberg. Data as of November 21, 2025. Investor Takeaway Be active in bonds to navigate interest rate volatility and uncover attractive opportunities across fixed income   sectors. 03 Broadening Earnings Power Equities We believe the equity bull market has more room to run as earnings growth is expected to broaden across all sectors of the S&P 500. Improving productivity and profitability due to AI technology, Fed rate cuts and business-friendly policy provisions should support positive earnings   momentum. We continue to favor U.S. equities over non-U.S. stocks. Earnings growth is higher in the U.S., and we expect the trend to persist. Additionally, the U.S. is the growth leader of the developed world and has more favorable deregulation policies that give it an advantage over other   markets. S&P 500 Year‑end Target 0,000 7,200  - 0,000 7,600 Earnings Growth Drives U.S. Outperformance Annual Earnings Growth Since GFC* Peak (%) 0 1 2 3 4 5 6 --> U.S. U.S. ex‑Mag 7 World ex‑U.S. (local currency) World ex‑U.S. (USD) 5.7 % 4.1 % 1.8 % 0.1 % *Global Financial Crisis Source: Bloomberg. Data as of September 30, 2025. Investor Takeaway Prioritize U.S. large cap equities, where we maintain an overweight. Watch Information Technology, Industrials and Financials for potential   upside. 04 AI Megatrends Attract Attention Technology has always been a disruptive force, but never has that development been more pronounced than today, as AI is poised to surpass prior innovations in reach and   impact. For example, internet adoption took six times as long as AI to reach about 800 million users. Today, AI permeates every corner of our lives, from consumer applications to industrial processes. The investment opportunities have never been more   compelling. AI Adoption is Outpacing Internet Adoption ChatGPT Users Internet Users Users (millions) 0 200 400 600 800 Years After Release --> 1 2 3 4 5 6 7 8 9 10 11 12 13 --> --> Source: OpenAI, World Bank. As of October 9, 2025. Although many investors gain AI exposure through public companies, private markets offer an attractive pathway to capture early-stage value creation. Venture capital investments should continue to provide broad exposure to the most transformative breakthroughs of the AI   revolution. As AI continues to ramp up, there is unprecedented demand for computing power and the physical infrastructure on which it relies. Investors can tap into these AI megatrends through real asset funds or pooled investment vehicles that allocate to tangible, income-producing assets such as real estate, infrastructure and natural   resources. Exposure to AI through VC Change in proportion of VC deals with exposure to AI (%) -20 -10 0 10 20 30 40 50 60 70 --> Q1 Q2 Q3 Q4 2020 Q1 Q2 Q3 Q4 2021 Q1 Q2 Q3 Q4 2022 Q1 Q2 Q3 Q4 2023 Q1 Q2 Q3 Q4 2024 Q1 2025 --> --> Since Q1 2020. Source: Preqin. Data as of April 2025. Investor Takeaway Harness the power of AI through private markets, including venture capital, infrastructure and energy   opportunities. 05 Digital Assets Gain Traction BNY has long been at the forefront of connecting institutional finance with the fast-evolving world of digital assets. From modernizing payments infrastructure and launching an institutional digital custody platform to piloting tokenization of real assets, we harness digital innovations to improve efficiency and enhance   services. For more than a decade, we have recommended participation in the initial growth phase of the underlying blockchain technology through our venture capital vehicles within private equity funds. However, it is important to note that cryptocurrencies, such as Bitcoin, remain a volatile asset class. As the regulatory landscape evolves, we continue to evaluate the invest Jurisdiction Disclosures | BNY Wealth Please ensure Javascript is enabled for purposes of website accessibility   menu search Solutions keyboard_arrow_down Investment Management Private Banking Trusts & Estates Wealth Planning Individuals & Families Family Offices Business Owners Foundations & Endowments Insights keyboard_arrow_down Featured Insights Chart of the Week Webcasts Investment Insights Active Wealth Your Active Wealth Podcast REPORT 2026 Outlook: Innovation Drives Opportunities Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities. Read the report arrow_forward Insights Making Sense of the Current Tax Landscape 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. Read more arrow_forward About Us keyboard_arrow_down About BNY Wealth Our Client Commitment Our Locations Newsroom Careers Explore BNY keyboard_arrow_down Client Login arrow_forward Contact Us Client Login arrow_forward Contact Us Go search close SUGGESTED RESULTS Search Results Jurisdiction Disclosures United States The Bank of New York Mellon is incorporated with limited liability in the State of New York, USA. Head Office: 240 Greenwich Street, New York, NY, 10286, USA. The Bank of New York Mellon is supervised and regulated by the New York State Department of Financial Services and the Federal Reserve and authorized by the Prudential Regulation Authority. Dubai The Bank of New York Mellon, DIFC Branch (“DIFC”) is communicating these materials on behalf of The Bank of New York Mellon. The Bank of New York Mellon is a wholly owned subsidiary of The Bank of New York Mellon Corporation. This material is intended for Professional Clients only and no other person should act upon it. DIFC is regulated by the Dubai Financial Services Authority and is located at Dubai International Financial Centre, The Exchange Building 5 North, Level 6, Room 601, P.O. Box 506723, Dubai, UAE. Abu Dhabi The Bank of New York Mellon, ADGM Branch (“ADGM”) is communicating these materials on behalf of The Bank of New York Mellon. The Bank of New York Mellon is a wholly owned subsidiary of The Bank of New York Mellon Corporation. This material is intended for Professional Clients only and no other person should act upon it. ADGM is regulated by the Financial Services Regulatory Authority and is located at Abu Dhabi Global Market, Al Maryah Tower, Level 4, Unit 404, P.O. Box 764645, Abu Dhabi, UAE. United Kingdom In the U.K. a number of the services associated with BNY Wealth’s Family Office Services– International are provided through The Bank of New York Mellon, London Branch, 160 Queen Victoria Street London, UK EC4V4LA. The London Branch is registered in England and Wales with FC No. 005522 and BR000818. The Bank of New York Mellon London Branch is subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. Investment management services are offered through BNY Mellon Investment Management EMEA Limited, BNY Mellon Centre, 160 Queen Victoria Street London, UK EC4V4LA, which is registered in England No. 1118580 and is authorized and regulated by the Financial Conduct Authority. Cayman Islands Offshore trust and administration services are through BNY Mellon Trust Company (Cayman) Ltd. 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