U.S. Trust provides support to owners and heirs in the management of closely held business interests (nonmarketable equity securities), including C and S corporations, LLCs and FLPs.

Our private business professionals provide:
  • Strategic planning and oversight
  • Risk monitoring
  • Estate plan implementation
  • Corporate governance oversight
  • Business succession planning

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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