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  1. 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 →.

    • Planned Giving

      Gain access to comprehensive gift management and investment...

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      Investments. 2024 Capital Market Assumptions. The 2024...

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      At BNY Mellon Wealth Management, we consider wealth planning...

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      Investments. 2024 Capital Market Assumptions. The 2024...

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      At BNY Mellon Wealth Management, we employ tax-efficient...

  2. BNY Mellon Wealth offers a comprehensive Active Wealth approach that includes investing, borrowing, spending, managing, and protecting your wealth. Whether you are an individual, family, or institution, we have the expertise and stability to help you achieve your goals and protect your future.

  3. Access your wealth management account online and enjoy the benefits of BNY Mellon's expertise, innovation and personal service.

  4. Access trust planning, consultation, implementation, administration and more through the fiduciary services of the bank that created one of the nation’s first trusts. We also offer the requisite resources and expertise to ensure estates are managed to maximize value, while minimizing the burden on family and heirs. Learn more.

  5. Mar 31, 2024 · As part of BNY Mellon, we leverage our firm’s strength as a leading investment management, asset servicing and wealth management firm to offer world-class solutions. $48.8 trillion assets under custody and/or administration; $2 trillion assets under management; 35 countries *All figures as of March 31, 2024

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  7. Dec 31, 2022 · BNY Mellon Wealth Management offers comprehensive planning and customized solutions for individuals and families with various wealth needs. Whether you need trusts, investments, tax, lending, or private banking services, you can access the resources and expertise of a world-class leader and a dedicated team.

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