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Specialty Assets Require Special Attention

Specialty assets - also referred to as "nonfinancial" or "real" assets - can offer significant benefits as part of your total portfolio. But they can also present challenges in terms of oversight and administration, requiring special expertise and careful stewardship. And when it’s time to pass specialty assets on to the next generation – or when you decide to cut back on day-to-day involvement in their management – experienced, savvy assistance from our Specialty Asset Management Group at U.S. Bank can be invaluable.

Special care for special properties

We understand that nonfinancial assets – including farm, ranch and timber properties; oil, gas and mineral rights; commercial and multifamily residential real estate; and equity in closely held companies and partnerships – often have special meaning that goes beyond earnings potential. In many cases, these types of assets represent a life’s work or a concentration of passion that makes them equally important in emotional and legacy terms. We offer an array of services that take the burdens of ongoing administration off your shoulders while preserving the investment of pride you have made in these properties. We can help with:

Farm and ranch management: Currently supervising more than 2,700 farms covering upwards of 460,000 acres, our Farm and Ranch Management team has been involved in daily management of these types of properties for more than 65 years. Our extensive agricultural expertise allows us to serve in multiple capacities, from acting as your agent in the management of your farm to serving as your trustee or personal representative for estate planning. View video and read more about our Farm and Ranch Management services.

Real estate management: Our team combines the specific local knowledge of strategically located individual professionals with the broad market savvy of a national management organization. We can guide decisions that reflect how local market conditions, shifting market cycles and a volatile economy might impact your holdings. We also handle a wide variety of hands-on management functions, including routine administration of property taxes, insurance and loans; repair, renovation and ongoing maintenance; property management and leasing;  and property sales. We even work with your tax and legal advisors on tax and estate planning. View Real Estate Management video.

Closely held assets: We handle a wide array of equity interests, including closely held corporations, partnerships, limited liability companies (LLCs), business trusts, and joint ventures. Our team provides a range of vital services, including asset oversight and monitoring, ongoing asset management, advisory services (including potential acquisition and sale of assets), coordination of third-party business appraisals, and coordination with Business Owner Advisory Services for succession planning. View video about Managing Closely Held Assets.

Natural resources: Working with key industry partners, we apply technology and innovative resources to help manage your oil, gas and mineral holdings. We assess market conditions and make recommendations to help you effectively position your holdings in the current environment.

Trust loans: With more than $500 million in trust loans, we are experienced with the various types of loans and instruments that may comprise your trust assets. We review your existing loans, manage loan repayments, handle collection issues and provide closing payoffs and other documentation.

Integrated into your personal wealth plan

As your primary point of contact, your Wealth Management Advisor can connect you with experienced professionals who understand your industry and help you with everything from day-to-day management and tracking financial performance to leases, rental valuation or change of ownership. Most important, we consider these as integral components of the customized portfolio strategy we build together to address your most important priorities.

View Specialty Asset Management video.

Contact Us

Locate The Private Client Reserve office near you or request to be contacted regarding your Specialty Asset Management needs.


 
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Important Disclosures
   

Investment products and services are:
Not a Deposit    •    Not FDIC Insured •    May Lose Value    •    Not Bank Guaranteed    •    Not Insured by any Federal Government Agency

Equal Housing  Lender Equal Housing Lender. Credit products are offered by U.S. Bank National Association and subject to normal credit approval. Deposit products offered by U.S. Bank National Association. Member FDIC.

U.S. Bank and its representatives do not provide tax or legal advice. Each individual′s tax and financial situation is unique. Investors should consult their tax and/or legal advisor for advice and information concerning their particular situation.

Investments in non-financial specialty assets, such as real estate, farm, ranch and timber properties, oil, gas and mineral interests, closely-held business interests, are complex and involve unique risks specific to each asset type, including the potential total loss of value. Special risk considerations may include natural events or disasters, acts of nature, complex tax considerations and lack of liquidity. Specialty assets may not be suitable for all investors.