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.

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.

 

Discover our full spectrum of wealth management services, customized to your individual needs, and delivered with the highest level of personal attention and integrity.

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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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