Special Asset Services

The idea that what works for one client won’t necessarily work for another is true.

Special Asset Services Overview

Meeting Clients' Unique Needs

Argent often works with clients who have special or unique assets as part of their portfolios.

Notably, we have developed unique expertise in the areas of 1031 Like-Kind Exchanges, Farm & Ranch Management and Oil & Gas Management. Continue reading below for more information on these services.

Why Choose Argent

Argent 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.

Introduction to Special Asset Services

Below are three 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.

1031 Like-Kind Exchange

Section 1031 of the Internal Revenue Code provides a great opportunity to build wealth by deferring taxes. Owners of business and investment properties, through the use of a Qualified Intermediary, can sell one property and purchase a similar or “like-kind” property while deferring capital gains taxes. A like-kind exchange can involve any real estate in the U.S. For example, proceeds from the sale of an apartment complex could be used to purchase land. 

Argent has a dedicated team of knowledgeable professionals that will work in tandem with your team of tax, accounting, and legal advisors to maximize the benefits of an exchange. 

As Qualified Intermediary, Argent will prepare the 1031 Exchange Agreement and related notices, provide examples of applicable language for inclusion in the real estate contracts, and set up a unique account for each transaction and deliver monthly account statements and annual tax reporting statements. Read more about these services on our Qualified Intermediary Services page.

Farm & Ranch Management

The daily management of farm and ranch estates can be burdensome and achieving the greatest financial return can be complex. Argent works with clients to devise and execute a strategic plan of action to generate the greatest amount of net worth from property ownership. Some or all of the following services provided by Argent may be important objectives in an overall plan for property management: lease negotiation and identifying lease alternatives, land inspection and monitoring conservation methods, farm accounting and income tax compilation, evaluation of crop marketing and risk management, evaluation of crop insurance needs, auditing owners’ share of expenses, and managing communication between owners and family members.

Argent is dedicated to preserving your family legacy, and the goal of our farm and ranch management team is to relieve the daily management burden and worry over your farm and ranch estates, while helping to achieve the greatest financial return.

Oil & Gas Management

When oil and gas resources are present on a property, the land/mineral owner has a range of opportunities to generate wealth from exploration and development activities. While others are available to assist with certain aspects of mineral management, few can provide Argent’s expertise and comprehensive range of oil and gas services, including lease negotiation, royalty accounting, and auditing, asset evaluation, and ongoing mineral management. Read more about these services on our Oil & Gas Management services page.

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Additional Services That May Be of Interest to You:

Trusts & Estate Planning

A broad spectrum of Trust strategies available to provide long-term financial stability and growth for your financial legacy.

Wealth Management

A comprehensive approach designed to meet the unique needs of high net worth individuals and families, from complex financial planning to generational wealth transfer.

Investment Management

A comprehensive scope of investment services that are designed to optimize the performance of your financial assets, based on your unique needs and strategy.

Special Needs Trusts

An SNT ensures individuals with disabilities can receive an inheritance or settlement proceeds without disrupting eligibility for needs-based benefits.

 Oil & Gas Management

All-encompassing oil and gas mineral management services, including contract negotiation, oil & gas accounting, asset evaluation, and ongoing management.

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