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Specialty Asset Managementfor Individuals & Families

Diversifying Your Wealth with Nonfinancial Assets

Farms, timberland and other nonfinancial specialty assets may offer financial benefits, while helping to diversify your overall portfolio.

Our Approach

Our Specialty Asset Management group has extensive experience managing timber, farm and ranch land, oil, gas and mineral interests, real estate and private businesses. We can help you integrate these nonfinancial assets into your overall wealth management plan.

Our team can help you realize your objectives with assets you already own or seek to acquire, and can provide a wide range of services in managing these complex assets.    

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Disclosure: Please read important information at the end of this program.
Investing in Real Assets

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

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

With offices across the country, we have a long, distinguished history of using an active, boots-on-theground 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

Services

Farm and Ranch Services

U.S. Trust professionals directly coordinate the management of farm and ranch land with a goal of enhancing its value. Additionally, U.S. Trust can help you acquire and manage your agricultural investment.

Real Estate

Specialized investment and property management services can help meet your objectives for properties or development acreage you hold directly or in trust. 

Timberland Services

Professional forestry solutions as well as services for timberland investments – customized to help you meet your goals.

Private Business

We offer strategic evaluation and support for owners and heirs in managing closely held business interests. 

Oil, Gas and Mineral Interests

Benefit from management services for all types of oil, gas and mineral interests held in trusts or investment management accounts focused on optimizing their value.

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