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Why Choose Us

Dreyfus Corporation distinguishes itself from other advisors to ultra high net with individuals and from family office service providers by recognizing and meeting each investor’s unique and distinct needs and requirements. Our family office advisors draw on the expertise and talent of our international group of wealth managers and consultants to offer creative and tailored family office wealth management solutions.

Our wealth management solutions provide day-to-day management and implementation of family office services with a sophisticated design and administration. Our consultants and advisors have access to the most sophisticated technology to perform research, process orders, track and record asset performance and transfers, and analyze and report results across every platform. Our local teams work in concert with our global offices and affiliates to offer investors the best and most efficient access to both traditional and emerging market investment opportunities.

We strive to offer wealth management services that reflect an investor’s desire for environmental, social, and governance (ESG) investment strategies without sacrificing wealth creation opportunities or compromising financial objectives and goals.  We research and identify investment vehicles that are designed to achieve specific objectives, including “green” bonds and direct equity investments in companies that aim to have a positive impact on specific ESG issues. We form ESG investment strategies that are as unique as every individual family office structure.  

We remain uniquely sensitive to an investor's liquidity needs. Our advisors provide tailored lifestyle solutions to family office investments in capital markets, real estate, and business and commercial assets without compromising liquidity. We accomplish this with secured debt financing for liquid assets and equity stakes in publicly-traded enterprises, structured financing solutions, financing for commercial, industrial and residential real estate, private aircraft or watercraft lease and purchase financing, and lending for procurement of collectible assets.    

Our family office team includes individuals consultants and advisors with extensive experience in planning and preserving a family’s wealth through estate planning, life insurance, and transfers of family businesses. We utilize a holistic and objective approach to estate planning that structures an estate plan around the ultra high net worth individual with cross border solutions and full international legal and tax advice. 

In sum, the Dreyfus Corporation family office team is more than just a hybrid group of wealth managers. With our global affiliations and in-house expertise, we are able to offer ultra high net worth individuals a coordinated range of services that other private banks cannot offer, including asset allocation and structuring, tax and estate planning, pension and retirement income services, philanthropic consulting, and management of private assets such as art and other collectibles.

Our family office services are customized for each specific situation. We offer both in-house and third-party investment products and are wholly independent from the entities that form and manage those products.

We strive to be more than just advisors. We view each client relationship as a long-term partnership with investment strategies marked by loyalty and flexibility. Our services optimize investment and wealth management results with the most efficient cost structures that are available in the wealth management industry. 

Dreyfus Corporation is a direct provider of certain specific services. Dreyfus Corporation reserves the right to refer inquiries for some services to third parties that are licensed or registered to provide those services where licensing or registration may be required by the laws of the applicable jurisdictions in which those services are offered. Dreyfus Corporation provides its services fully in accordance with applicable laws, rules, and regulations of all jurisdictions in which it conducts business or otherwise engages in transactions with contracting counterparts, either directly to the extent that an obligation, exemption, or exclusion for licensure applies, or otherwise through third-party licensees.