Title Partner

BNY Mellon Wealth Management is a leading wealth manager. In 2017, it was ranked as a Top 10 U.S. Wealth Manager by Barron’s. It was also awarded Best Private Bank for Customer Service in the U.S. by Financial Times publications Professional Wealth Management and The Banker. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $238 billion in total client assets, as of December 31, 2017, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.

For more information go to bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.

Giveback Partners

Each year, the exit planning community comes together to support a local cause. In 2018, we are pleased to support the needs of Abe’s Garden, an Alzheimer’s care center in Nashville that is changing the way Americans handle a growing tragedy. Thank you to our Giveback Sponsors and the EPI Greater Nashville Chapter, all of whom make this powerful giving event possible.

Interested in making a pre-event contribution to Abe’s Garden?
Donate $100 Now 

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