Non-Traditional Asset Managment

Customized Wealth Management Strategies

Non-traditional” assets, such as real estate or closely held business interests, necessitate specialized professional oversight. We have well-equipped to provide comprehensive support in terms of administration, valuation, and management services for a wide range of unique assets, including real estate properties, farm and ranch holdings, oil and gas properties, and closely held business interests.

Real Estate Services Property Management Mortgages

We offer a variety of specialized real estate investment management services for commercial, industrial and residential properties held within fiduciary accounts. Our clients receive assistance in handling their assets and guidance in determining what role real estate should play in their overall investment portfolio.

As property manager, we will periodically inspect the properties to ensure proper maintenance, negotiate favorable lease terms, and maintain proper insurance coverage at all times. In addition, we will make disbursements for property taxes and contest inappropriate assessments if necessary.

We can assist with collecting payments, principal and interest accounting, reviewing releases and payoffs, following up on delinquencies, and initiating foreclosure proceedings when required to protect your investment.

Our Services

Contact Us

Jumeirah Lakes Towers - Dubai - United Arab Emirates

855 Road, Broklyn Street, New York USA
+1 (443) 892-0655
support@crestplatinum.com

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Oil, Gas & Mineral Property Administration Farm & Ranch Management Accounting services

Oil and gas asset management of properties for Trusts, Estates and Agencies is an important service offered by us. We can manage your oil and gas interests whether they are producing, non-producing, working interest, royalty interests, mineral interests or net profit interests.

We assist our clients by handling a broad range of services, such as: everyday operations and administration; monitoring lease payments and royalties; negotiating leases, seismic agreements and other production or exploration contracts; and reviewing historical production to help forecast future production.

An integral part of managing mineral assets for our clients is to verify their title to these interests and insure that the production purchasers are paying accordingly. We work closely with our agents carefully review all documents generated in the management of these assets: division orders, operating agreements, gas contracts, etc. Property taxes are disbursed and property values protested, when necessary, on behalf of the client. We will also market or acquire oil and gas properties for our clients when appropriate and perform necessary property valuations.

As part of our farm and ranch management services, we can coordinate the day-to-day property management, assist with purchases and sales, and help establish long-range management plans.

Our systems enable us to monitor income and expenses closely, insuring that the client’s return on oil and gas assets is maximized. We provide our clients with detailed mineral transaction reporting and comprehensive tax statements.