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Specialty Asset Management

The Financial Benefits of Nonfinancial Assets

Overview

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. 

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Disclosure: Please read important information at the end of this program.

Investing in Real Assets                                                                                                                                                       

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How do you take advantage of the land of opportunity that lies beyond the financial markets? Investing in real assets might well be the answer.

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Timberland

Farm and Ranch Land Oil & Gas

Real Estate

Help to diversify and reduce volatility

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Our Specialty Asset Management team at U.S. Trust has deep experience managing real assets like timberland, farm and ranch land, oil and gas, and real estate. Because these assets don’t follow the financial market they can help to diversify and reduce a portfolio’s overall volatility.

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Identification Evaluation

Price Negotiation

Acquisition Management            

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With offices across the country, we have a long, distinguished history of using an active, boots-on-the- ground management approach for both clients who are interested in adding real assets to their portfolio or who own them today. This includes the identification of investment properties, comprehensive evaluation, price negotiation, acquisition and ongoing management.

Our specialized industry knowledge in forestry, agriculture, petroleum engineering, and real estate, positions us to effectively manage real assets, which can be an important piece of your overall wealth strategy... helping grow and preserve your wealth for you, your family, and future generations.

So when you’re ready to think beyond the financial markets, think of U.S. Trust.

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Disclosure:

Certain U.S. Trust associates are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”) and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates. MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

U.S. Trust operates through Bank of America, N.A., and other subsidiaries of BofA Corp. Bank of America, N.A., Member FDIC.

Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”) and other subsidiaries of Bank of America Corporation (“BofA Corp.”)

The Private Banking and Investment Group is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by the Group's Private Wealth Advisors through MLPF&S. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill Lynch's obligations will differ among these services. Investments involve risk, including the possible loss of principal investment.

Trust and fiduciary services are provided by Bank of America, N.A., Member FDIC, a wholly owned subsidiary of BofA Corp.

Investing involves risk, including the possible loss of principal.

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

There are special risks associated with an investment in commodities, real estate or certain industry sectors, including market price fluctuations, regulatory changes, interest rate changes, credit risk, economic changes, climate change, the impact of adverse political or financial factors or lack of diversification.

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.

Investment products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

                               

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. 

Farm and Ranch

At U.S. Trust, our professionals directly coordinate the management of over 1.5 million acres2 of farm and ranch land. We can help enhance the value of farms and ranches held outright or in a trust.

OUR FARM AND RANCH PROFESSIONALS PROVIDE:

  • Professional land management
  • Oversight of leases and current land use
  • Annual reviews of asset performance and market conditions
  • Acquisition and disposition services
  • Soil, water and wildlife conservation programs

Real Estate

With specialized investment and property management services spanning many aspects of real estate ownership, we work to help meet your objectives for office, retail, industrial, multifamily and single-family properties, as well as development acreage you may hold directly or in trust.

OUR REAL ESTATE SPECIALISTS HELP ENHANCE POTENTIAL RETURNS BY PROVIDING:

  • Strategic guidance and due diligence for acquisitions
  • Comprehensive asset management and administration
  • Highest and best use analysis
  • Acquisition and disposition services
  • Property marketing and sales services

Timberland

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

Oil & Gas

We provide a broad range of management and consulting services across all types of oil, gas and mineral interests3 held in trusts. The team focuses on enhancing revenues, reducing expenses and improving the property.

WE HELP OPTIMIZE THE VALUE OF THESE ASSETS BY PROVIDING:

  • Customized property management services
  • Lease negotiations and monitoring
  • Farm-out, unitization agreement and other contract negotiation
  • Evaluation of and participation in workovers and wildcat and development wells
  • Environmental inspections
  • Petroleum engineering experience
  • Comprehensive oil and gas accounting    

Private Business

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

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