With unique attributes that distinguish them from other asset classes, nonfinancial assets may offer you valuable financial benefits while often providing personal benefits as well. Our Specialty Asset Management group has extensive experience managing timber, farm and ranch land, oil, gas and mineral interests¹, real estate and private businesses, and can work with your U.S. Trust® team to integrate them into your overall plan and portfolio.

We can help you realize your objectives with assets you already own, or help you acquire specific assets to take advantage of their capital growth and diversification potential — whether you own these assets outright or they are held in trust. Our team of specialists can provide complete turnkey services including identifying and purchasing real property and providing ongoing management.

¹Note: Oil, gas and mineral interests are not available for direct investment through U.S. Trust.

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.

The Specialty Asset Management 2016 Viewpoint is designed to provide general information about economics, asset classes, ideas and strategies. It is for discussion purposes only since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

Past performance is no guarantee of future results.

Nonfinacial 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. Client eligibility may apply.

Diversification does not ensure a profit or protect against a loss in declining markets.

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