877.887.8899 LOGIN . WHO WE ARE SERVICES OUR TEAM INSIGHTS NEWS CONTACT US Farm and Ranch The idea that what works for one client won’t necessarily work for another is true. SPECIAL ASSET ADMINISTRATION SERVICES OVERVIEW Unique Services for Unique Assets Heritage is dedicated to preserving your family legacy. Everything we do starts with you. We bring an unbiased approach to protecting, managing and growing your wealth. With a wide array of services and resources, our professionals are ready to sit down for a conversation to see how they can help you reach your goals. Our comprehensive farm management system provides complete farm management services for landowners. Our goal is to relieve the daily management burden and worry over your farm and ranch estates, while helping to achieve the greatest financial return. Taking a big picture approach, we consider the long-term value and proposition when it comes to owning land. The firm works with clients to devise and execute a strategic plan of action to generate the greatest amount of net worth from property ownership. A landowner may identify some or all of these objectives as important in their overall plan for their property and its management: Cash and Crop Rental Services Recommend lease alternatives Locate and screen operators Lease negotiation Periodic land inspections Monitor conservation methods and needs Farm accounting & income tax compilation Crop marketing & risk management Monitor compliance in government programs Evaluate crop insurance needs Audit owners share of farm expenses Regular communication with owners & family members WHY CHOOSE HERITAGE Heritage is deeply committed to serving our clients’ best interests. Often we meet clients with unique needs and are challenged to delve further into new areas of service to meet those needs. We believe our independence and agility are critical aspects of how we do business and allow our advisors to be flexible and creative in meeting client needs. MORE ABOUT OUR SPECIAL ASSET ADMINISTRATION SERVICES Below are areas in which we have developed qualified teams of professionals to meet the unique needs of our clients. If you have special asset needs beyond those listed below, we encourage you to contact us to discuss how we may serve you and meet those needs. • Trust & Estate administration • Investment management • Oil and gas management • 1031 exchange administration • Farm succession planning • Perform complete or partial liquidations • Hunting leases Oil & Gas Management Our oil and gas management group, Heritage Mineral Management, is uniquely qualified to help property and mineral owners maximize the wealth their land can produce while protecting the value of the land itself. We do this by providing management, accounting, and advisory services for clients with oil, gas, and mineral holdings throughout the U.S. Heritage actively manages interests for many institutional clients, including school boards, hospitals, universities, non-profits, foundations, and publicly traded companies. Read more about those services on our Oil & Gas Management services. COMPLETE THE FORM BELOW TO BEGIN A DISCUSSION WITH A HERITAGE PROFESSIONAL ABOUT THIS SERVICE: Fields marked with an * are required Name * Phone Number * Email Address * Zip Code * Message * Interested in speaking with one of our experts? GET IN TOUCH SERVICES FOR Trust Administration Oil and Gas (Mineral) Management Retirement Plan Advisors Investment Management Wealth Management Farm and Ranch LINKS Disclosures USA Patriot Act Notice Site Map LOCATIONS CAREERS © 2021 Heritage Trust I All rights reserved I Disclaimer I Privacy Policy