Grow Your Business.
Strategic solutions to support business
owners at every stage.
SEE HOW WE CAN HELP YOU GROW
Expanding Possibilities with BNY Wealth
Business owners face complex financial needs—from growth planning to multigenerational wealth. BNY is one of the world’s most trusted financial institutions, managing over $50 trillion in assets globally with a legacy of client and industry trust for over 240 years. Their expertise in liquidity events, investment strategy, and wealth planning complements our personalized advisory approach.
This partnership allows us to offer a unified strategy that combines business planning, estate structuring, and long-term investment guidance—giving you seamless access to institutional strength and dedicated support.
Our Services
Investment
Management
Strategic Asset Allocation
Investment Platform
Asset Management
Goals-Based Investing
Wealth and Estate Planning
Trust and Estate Services
Wealth Protection and Transfer
Family Governance & Education
Asset-Specific Analysis and Planning
Private Banking
Credit and Lending
Self-Directed Investment Services
Deposits and Payments
Investment Servicing and
Information Management
Global Custody
Information Reporting
Performance Measurement and Analysis
Cash Processing
Partnership Accounting
Why This Partnership Matters
At The Teekell Company, we’re committed to supporting your business and your goals for the long run. Partnering with BNY means we can offer you access to broader financial resources and strategies that help grow and protect your wealth over time.
Together, we provide thoughtful guidance for every stage—from business growth to planning your exit—so you have the support you need, when you need it.
Take the Next Step
Your business has its own path. We’re here to help you plan what comes next—with clarity, confidence, and the right partners in place. Let’s talk about what’s possible.
Schedule a call
Real Clients. Real Results.
Navigate Large Liquidity Events
When selling a family business, a sophisticated approach is required. An advisor and BNY, partnering with a family’s CFO and their legal and tax advisors, provide the necessary expertise for such a big transaction.
Manage Newfound Wealth
Selling a family business is a major decision that requires careful consideration, especially when a large sum of money is involved. We partner with you and other professional advisors to provide the advice and support that business owners require during such complex transactions.
Unlock the Full Potential of New Liquidity
Adjusting to life after a business sale can be difficult, especially when a great deal of liquidity is involved and enjoying the proceeds is the primary objective. An advisor partners with BNY Wealth to administer sophisticated solutions that help ensure their client’s hard work pays off.
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