Wealth Solutions

Pershing Wealth Solutions

Elevate Your High-Net-Worth Approach

High-net-worth (HNW) investors—those with investable assets in the $5 to $25 million range—are a significant and growing audience. They are seeking new ways to grow, protect, leverage and transfer their wealth.

Having the solutions and infrastructure to properly accommodate this audience is essential to success. Powered by the strength of BNY Mellon, Pershing provides access to a full suite of wealth solutions so you can focus on growing your business and meeting your clients' needs.

Growing Wealth

We understand that HNW investors have different needs and often want access to exclusive investment options. Our variety of wealth appreciation solutions are specifically designed to provide that access and help clients grow their wealth.

Protecting Wealth

Preserving assets, supporting social values and minimizing tax consequences may be top of mind for your clients. Help your clients protect assets with our wealth protection solutions.

Leveraging Wealth

Whether your clients want to finance real estate construction or expand their business operations, our sophisticated wealth leverage solutions can help you put existing wealth to work. Retain assets while meeting your clients' liquidity needs.

Transferring Wealth

Do your clients want to leave a legacy? We have wealth transfer solutions tailor-made for this audience. Make these solutions an essential part of your clients' estate planning strategy.

* Bank custody is offered by BNY Mellon, N.A., and is currently available through Pershing Advisor Solutions.