Individuals and Family Offices

A Legacy of Stability and Direction

Since inception, BNY has helped individuals, families and family offices navigate times of uncertainty and change. Today, we offer clients expert, comprehensive advice across five wealth management practices—invest, borrow, spend, manage and protect. Our unique BNY Active WealthSM approach is grounded in a deep understanding of who we serve and has resulted in highly satisfied, loyal clients whose relationships with us span generations.

An Approach Based on Your Ambitions

We understand the real-life implications of our clients’ lifestyles and ambitions. That’s why we deliver practical advice, expert analysis and a discipline-based approach that make it easy for clients to manage their wealth.

A Shared Intelligence

We offer advice and solutions across investment management, custody, estate planning and private banking, while harnessing the insights of our global investment boutiques.

Intuitive Tech

Our user-friendly technology and tools make it easy to visualize and understand planning options and potential outcomes.

Solutions for Individuals and Family Offices

Data and Analytics

By managing trillions in assets, we have unparalleled access to data from the largest liquidity pools in the world—and richer insights.

BNY Investments

Our investment management model brings to clients the best of both worlds: specialist expertise from seven world-class investment firms.

Securities Services

Our investment operations network seamlessly connects BNY’s investment services with the industry’s best-of-breed integrations.

BNY Wealth

At BNY Wealth, we look at wealth management from every angle. That's why our comprehensive Active Wealth approach includes five essential practices.

Ready to grow your business? Speak to our team.