The Charitable Choice: Powering Better Wealth Planning Through Family Unity and Shared Goals

BNY Mellon's Pershing


The Charitable Choice

A family that gives together grows together—it is cliché, but critically important, and particularly relevant for those considered high-net-worth (HNW). This white paper discusses the role advisors play in helping wealthy families identify, encourage, organize and implement a shared charitable-giving strategy.

BNY Mellon's Pershing

BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting.

Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.