We can help realize the full potential of distinct asset types such as concentrated stock, incentive and non-qualified stock options, Rule 144 restricted stock, IRAs, and privately held businesses.  Mellon's asset-specific strategists analyze the complex and often interrelated factors inherent in these wealth sources – tax and risk implications, investment and legal restrictions, and personal concerns and preferences, for instance.  Applying their specialized knowledge, these experts offer strategies and tools that both complement and further each client's goals.