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.
Trust & Estate
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
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.
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
Report | Investments
Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities.
Amidst a flood of news and commentary about expiring tax laws, potential tariffs and changing economic policy, it can be challenging to determine what to focus on and what, if any, steps to take to update your wealth plan and portfolio. Our latest thought leadership can help you gain the insights you need to make informed decisions in the months ahead.
Podcast | Individuals & Families
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
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
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.
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.
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?
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.
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