Unique Assets Administration
TRUST & ESTATE SERVICES
When you have unique assets, you may need specialized administrative services. Our team of seasoned professionals, with a combined 150 years of experience, can do just that. We administer interests in closely held businesses, real estate, mineral interests, loans and notes, and other unique or hard to value assets that are held in trust, agency, or custody accounts.
Our services include:
UNIQUE ASSETS ADMINISTRATION
Depending upon the language in the account agreement, and our role, our team can provide a range of fiduciary services, such as obtaining or preparing asset valuations, asset inspections, and annual Regulation 9 asset reviews.
When administering real estate accounts, we can manage the payment of real estate-related expenses, including taxes, insurance, repairs, and capital improvements.
If it is determined that a sale of the asset is appropriate, our team can manage the sales process, including obtaining an updated valuation, and selecting and working with a broker.
Planning for Fine Art as an Asset of Your Estate
EMERALD GEMS
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THOUGHT LEADERSHIP
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Explore our full range of services for your holistic wealth management needs:
ADDITIONAL WEALTH MANAGEMENT SERVICES
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Keith Halloran
Head of Unique Assets Administration
