The expertise to manage your most complex investments
Northern Trust’s team of asset advisory specialists provides sophisticated strategies for managing these complex and unique assets.
Family Business Services: Benefit from the oversight and expertise we can bring as a consultant or fiduciary for family corporations, limited partnerships, partnership interests and private equity investments held in trusts and estates.
Real Estate and Agricultural Services: We serve as an experienced fiduciary to help you
- Manage accounting and property issues for income producing real estate
- Assemble necessary documents including deeds, abstracts and insurance policies
- Determine adequacy of insurance
- Coordinate the payment of taxes, bills and assessments
Oil, Gas and Minerals Management: Maximize ownership of these assets by appointing Northern Trust to manage them for you. Our experienced oil and minerals management team includes a geologist and registered professional engineer who can help you
- Identify mineral assets held in trust and agency accounts
- Coordinate environmental assessment of working interest properties
- Collect revenues, pay operating expenses and provide monthly reporting
- Manage day-to-day operations of the mineral assets similar to a small production company
- Evaluate and negotiate leases, farmouts, gas purchase contracts and related industry agreements
- Value mineral assets for sales and tax purposes
Northern Trust financial professionals can also assist you with highly specialized trustee management of
- Copyrights, patents or royalties
- Artwork
- Lifestyle assets such as aircraft and yachts
