Global Custody & Reporting

BNY Mellon Wealth Management, Family Office Group

Family Goals and Challenges

Families and their Family Offices have unique and sophisticated investment servicing, reporting and administration priorities. They require customisable reporting capabilities, the ability to streamline internal processes to enhance operational efficiencies, and the ability to establish a structure that can adapt over time as the Family Office matures.

Family Office complexities often include investments across jurisdictions, asset classes, investment managers, currencies, and banks. This translates into significant challenges:

• Incomplete view into family’s total wealth

• Disparate processing and reporting across locations, investment managers, service providers and funds

• Significant administrative burden around alternative investments

Our capabilities

Our service solutions unite the strengths of a global technology and custody leader with world-class information and reporting capabilities designed specifically for Family Offices. We provide:

• Master global custody and safekeeping
• Consolidated reporting and record-keeping
• Risk and Performance reporting
• Capital markets trade execution
• Fund trade execution
• Cash management
• Private equity administration and performance reporting
• Foreign exchange services

Our team

Our Family Office Group was formed in 1971 for the Mellon family and its charitable interests. We believe our Family Office team is uniquely positioned to address families and their family offices’ needs now and in the future, based on BNY Mellon’s leading institutional capabilities and a service model tailored to support the high expectations of the world’s wealthiest families.

For further information, please contact Michael Nelson, Regional Managing Director, BNY Mellon Wealth Management:

E: Michael.R.Nelson@bnymellon.com

T: +44 (0) 20 7163 7297

W: https://www.bnymellonwealth.com/locations/london.jsp