Oil, Gas, & Mineral Management

Mineral rights have provided wealth and income to generations of Texas families. Managing these complex income streams requires specialized knowledge and a unique understanding of the oil and gas industry. We can assist your family in managing every type of oil, gas, and mineral interest, from non-producing mineral rights to aging oil field recovery efforts. We will help to add value at every point along the life cycle of these income-producing assets and protect your family’s legacy.

We offer a comprehensive evaluation of your specific situation, and our services can be tailored to match your needs, serving as an advisor or fully managing your assets.

Our Oil, Gas and Mineral Management advisors can help:

  • Negotiate contracts and leases
  • Process royalty and rental income, and ensure accuracy of payments
  • Enforce surface and mineral lease provisions
  • Oversee property tax payments
  • Evaluate and monitor drilling participation
  • Promote leasing and development of mineral interests
  • Provide annual income and expense reporting for preparing tax returns
  • Conduct inspections and reviews
  • Evaluate the asset’s function in your overall wealth plan
  • Coordinate with your legal and tax advisors to analyze income and tax liabilities

 

*Non-Deposit Products: are not FDIC insured; are not deposits; may lose value.

What is mineral rights management?

Mineral rights management is the process of overseeing and protecting income-producing oil, gas, and mineral interests. This includes reviewing leases, tracking royalty payments, evaluating drilling activity, managing taxes related to mineral assets, and ensuring agreements are properly enforced. Professional management helps mineral owners protect the value of their assets while reducing administrative complexity.

Why do mineral rights owners work with a professional manager?

Mineral rights owners work with professional managers to help oversee complex leases, royalty income, and development activity associated with oil and gas assets. Managing mineral interests often requires specialized knowledge of leases, production reporting, and tax considerations. Professional oversight helps ensure assets are managed strategically as part of a broader wealth plan.

How are oil and gas royalties tracked and managed?

Oil and gas royalties are tracked and managed by reviewing operator royalty payment statements, verifying production reports, and confirming that payments match the terms of the mineral lease. Advisors may also monitor title record activity and review public production records (Railroad Commission and Texas Comptroller) to help identify discrepancies. This oversight helps ensure mineral owners receive accurate income from their assets.

Can mineral rights be included in a trust or estate plan?

Yes, mineral rights can be included in trusts and estate plans to help manage and transfer these assets across generations. Because mineral interests can produce long-term income, many families incorporate them into their broader wealth and legacy planning strategies. Advisors often coordinate with legal and tax professionals to ensure mineral assets are structured and managed appropriately.

What types of mineral interests can be professionally managed?

Professional management can apply to producing mineral rights, non-producing mineral interests, royalty interests, and properties with potential for future development. Advisors may help evaluate leasing opportunities, monitor drilling activity, and oversee income associated with these assets. This support helps owners maintain visibility into how mineral interests contribute to their overall wealth strategy.

How are mineral rights managed in Texas?

Mineral rights in Texas are managed by reviewing lease agreements, monitoring drilling and production activity, tracking royalty income, and overseeing tax obligations tied to mineral assets. Because Texas has one of the most active oil and gas industries in the country, mineral ownership can involve complex agreements and multiple operators. Professional management helps owners navigate these factors while protecting the long-term value of their interests.

What should families consider when inheriting mineral rights in Texas?

Families inheriting mineral rights in Texas should review existing leases, confirm ownership records, understand royalty income streams, and evaluate how the assets fit within their overall financial and estate plans. Many inherited mineral interests have been held for generations and may involve multiple wells or operators. Professional guidance can help families organize documentation, monitor income, and plan for long-term management.

Notices & Disclosures

The information contained herein is for information purposes only, is not designed to address your financial situation or particular needs and does not constitute the rendering of tax or legal advice. You should consult with your tax advisor or attorney for advice pertinent to your personal situation.

 

Jefferson Bank is chartered under the laws of the State of Texas and by state law is subject to regulatory oversight by the Texas Department of Banking. Any consumer wishing to file a complaint against Jefferson Bank should contact the Texas Department of Banking through one of the means indicated below:

  • In Person or U.S. Mail : 2601 North Lamar Boulevard, Suite 300, Austin, Texas 78705-4294
  • Telephone No: (877) 276-5554, Fax No.: (512) 475-1313
  • Email: [email protected]
  • (link sends e-mail)
  • Website: www.dob.texas.gov

Investment and Insurance Products are:

  • Not insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Deposit products offered by Jefferson Bank. Member FDIC

NMLS# 597833

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Schedule a meeting with a member of our wealth management team (210) 736-7600. Or simply fill out this online form.

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