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Your Financial Partner for Life


Oil, Gas & Mineral Interests Management

The Private Bank team of industry specialists has the experience needed to provide oversight and management for all aspects of oil, gas, and mineral interests held in trust. Our services include:  
  • Asset management, valuation, inspection, and review
  • Negotiation and maintenance of lease inventory
  • Review of transfer and division orders
  • Management of expense requests by operators
  • Accounting, record-keeping, and back-office functions
  • Production analysis and forecasting
  • Environmental risk analysis
  • Oversight of royalty revenue, expenses, ad valorem taxes, and insurance
We also offer professional trust administration services and asset management to help you preserve and grow your wealth.
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Wealth Planning
Wealth Planning
A strategic wealth plan to help you achieve what is important to you.