Specialty Asset Management

View all Solutions

Real, complex and meaningful assets can define family legacies and embody intangible value to you and your loved ones. We can provide the specialized care that these assets demand.

The Specialty Asset Management team1 brings expertise, creativity and an unmatched dedication to care when helping our clients with their commercial real estate (CRE), farmland, timberland, energy interests, and private businesses.

They can work with you and your Merrill Private Wealth Advisor to integrate them into your overall plan and portfolio and create a thoughtful, customized plan designed to last for generations.

A dedicated team to help you

The Specialty Asset Management team works directly with you and your advisor to help you realize your objectives with assets you already own, or help you acquire, manage and optimize real and tangible assets, drawing on their boots-on-the-ground experience in both the care and acquisition of these kinds of assets. They provide complete turnkey services including identifying and purchasing real property and providing ongoing management, whether you own these assets outright or they are held in trust.

 

Commercial Real estate

Specialized investment and asset management services can help meet your objectives for properties you hold directly, in an entity, or in trust.

  • Full-service asset management of commercial real estate properties in fiduciary accounts
  • Turnkey service for acquisitions of CRE properties as investments
  • Annual asset and investment fiduciary reviews
  • Property marketing and sales support
     

Farmland and Ranch Services

Coordinating the management of farm and ranch land, helping our clients enhance the value of farms and ranches with:

  • Full-service asset management of farms and ranches in fiduciary accounts
  • Turnkey service for acquisitions of farms and ranches as investments
  • Annual asset and investment fiduciary reviews
  • Soil, water and wildlife conservation programs and practices 
  • Comprehensive land enhancement services
  • Development of hunting and recreational land use programs

 

Timberland

Forestry and land management customized to help meet your investment return and preservation goals, through:

  • Full-service asset management of timberland in fiduciary accounts
  • Turnkey service for acquisitions of timber properties as investments
  • Annual asset and investment fiduciary reviews
  • Comprehensive land enhancement services
  • Conservation and environmental management
  • Advanced cultivation of forest land
  • Identification of alternative sources of income

 

Energy Interests

Management services across all types of oil, gas and mineral interests1 to help you optimize the value of these assets with:

  • Customized asset management tailored to client's unique needs and mineral portfolio
  • Negotiate oil and gas leases, pooling and unitization agreements, farmouts/term assignments
  • Comprehensive mineral accounting for revenue and expense including joint interest billing, authority for expenditures, and ad valorem taxes
  • Research ownership interests and ensure interests are correct on new drill division orders
  • Conduct annual asset performance reviews

 

Private Businesses

Support for owners in the management of closely held business interests (nonmarketable equity securities), including but not limited to C and S corporations, LLCs and FLPs, with services such as:

  • Strategic integration and asset allocation
  • Specialized private business experience and expertise
  • Supporting business owners nationwide
  • Due diligence and investment oversight
  • Strategic advisory capabilities
  • Succession and ownership transfer planning

 

See how our Specialty Asset Management team can work with your larger advisor team to integrate and optimize your real assets with your overall wealth plan and help you connect to the resources of the extended team at Bank of America.

Connect with a Merrill Private Wealth Advisor.

Find an advisor

1 The Specialty Asset Management team includes employees of Bank of America, N.A. and its agents.

Nonfinancial assets, such as closely-held businesses, real estate, fine art, 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 in the best interest of 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.

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

Related insights

Interested in purchasing or refinancing a ranch, farm or vineyard?

  • latest thinking/life priorities/leisure
  • latest thinking/research insights/people

Investing in one of our most valuable assets

Investment, insurance and annuity products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity

Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory and other services. Additional information is available in our Client Relationship Summary.

This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

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

The banking, credit and trust services sold by the Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks.

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

Bank of America Private Bank is a division of Bank of America, N.A.

U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

8453071-EXP-2027-04-06