Investment management Specialty asset management
Specialty assets can play an important role in preserving wealth, generating income and supporting diversification. Our Specialty Asset Management Group helps integrate nonfinancial assets into your broader wealth strategy through experienced oversight, market insights and disciplined stewardship.
Managing specialty assets within your wealth strategy
Specialty assets – also known as nonfinancial or real assets – can be valuable components of a diversified wealth plan. Farms, ranches, real estate, closely held businesses and natural resource interests may offer opportunities for growth, income generation or legacy planning, but they often require specialized knowledge and active oversight.
Our Specialty Asset Management Group can help you manage these assets within the context of your broader financial goals, working to preserve value, improve operational efficiency and support long-term planning objectives.
A disciplined approach to specialty asset management
Managing specialty assets requires more than day-to-day oversight.
Our process incorporates:
By evaluating specialty assets within the broader context of your wealth plan, we help ensure these holdings support your long-term goals and portfolio objectives.
Specialty real assets
Each specialty asset category presents unique opportunities, risks and management requirements. Our experienced professionals bring industry-specific knowledge and oversight to help you make informed decisions and maximize the value of these assets over time.
Farm and ranch management
Whether you need us to manage your farm, serve as your trustee or act in another capacity, we’ve got you covered. We’ve managed farms and ranches for more than 65 years. Our team supervises more than 2,700 farms covering over 460,000 acres.
Real estate management
As a real estate owner, you’re impacted by factors such as local market conditions, shifting market cycles and a changing economy. You also may need help with repairs, renovations and maintenance; management and leasing; administration of property taxes, insurance and loans; and sales. Our team can oversee every detail of residential, commercial, multifamily property and land management.
Closely held assets
As a holder of assets in a business, you may need a third-party business appraisal, a succession plan, asset acquisition or sale support, or asset oversight and monitoring. Our team guides a wide array of equity interests, including closely held corporations, partnerships, limited liability companies (LLCs), business trusts and joint ventures.
Oil, gas and mineral rights management
When you have oil, gas or mineral holdings, you can look to us to help you assess market conditions and effectively position your holdings in the current environment. Our team works with key industry partners and applies technology and other innovative resources to inform our recommendations.
A dedicated team to help manage your specialty assets
For decades, our Specialty Asset Management Group has helped clients like you manage their specialty holdings. Contact us to discuss your specific needs and learn how our team can provide guidance on the management of your nonfinancial assets.
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