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Your Financial Partner for Life

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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 specialized services to administer and manage other specialty assets held in trust, including real estate; closely held businesses and limited partnerships; intellectual property; and loans.
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Locate a Relationship Manager
Financial Advisor
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At a time that is convenient for you.

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Wealth Planning
A strategic wealth plan to help you achieve what is important to you.