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.
Specialty Asset Management Videos
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.