With more than a century of experience as a corporate trustee, Mellon is one of the nation's largest providers of fiduciary services. Our expertise encompasses:
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All trust structures
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Asset management
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Tax planning, preparation, and filing
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Tax and judicial reporting
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Beneficiary communications and distributions
In close collaboration with clients, their beneficiaries, and advisors, we execute trust directions with care, confidentiality, and objectivity. We fulfill all trust obligations, while intelligently and diligently addressing the complexity of each family's unique situation.
By relying on the discretionary judgment and expertise that Mellon has developed over decades as a fiduciary, our clients can realize their wealth planning intentions for generations to come.