2014 Specialty Asset Management Outlook

For 2014, nonfinancial specialty assets show opportunity, both because of their unique investment nature and also because of their continued importance as part of a well-diversified portfolio.

U.S. Trust provides professional forestry and land management as well as advisory services for timberland investments held in trust or via direct ownership. Customized to help meet your goals, these services range from intensive investment return management to recreational, preservation and amenity management.

Our timberland professionals provide:

  • Timber inventory and asset analysis
  • Acquisition and disposition services
  • Land enhancement
  • Advanced silvicultural techniques
  • Conservation and environmental management
  • Identification of alternative sources of income

Thought Leadership

For our insights on Timberland, please read the following:

Nonfinancial assets, such as closely-held businesses, real estate, oil, gas and mineral properties, and timber, farm and ranch land, are complex in nature and involve risks including total loss of value. Special risk considerations include natural events (for example, earthquakes or fires), complex tax considerations, and lack of liquidity. Nonfinancial assets are not suitable for all investors. Always consult with your independent attorney, tax advisor, investment manager, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy.

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