That is why our Private Client Services group draws on the Bank s tax and financial planning expertise to construct a comprehensive financial plan that takes into consideration all aspects of your finances.
Objectivity is central to our approach.
Our planners act strictly as advisors, basing recommendations on an objective assessment of each client s requirements not as part of an effort to sell a particular product. Approach Beginning with a review of your goals, our professional financial planning staff conducts a thorough analysis of your total financial situation, including your income and expenses, assets and liabilities, investments, insurance coverage, business interests, trust agreements, and estate plan. Working closely with you and your advisors, our goal is to develop a comprehensive plan that will help you gain the most from your assets, both now and in the future. Once your plan is set, your Bank of New York financial consultant will maintain contact with you to help assure that your plan remains in line with your objectives and asset base. Inc. All Rights Reserved.