- Manage accounting and property issues for income producing real estate
- Assemble necessary documents including deeds, abstracts and insurance policies
- Determine adequacy of insurance, payment of taxes, bills and assessments
Oil, Gas and Minerals Management
- Identify mineral assets held in trust and agency accounts
- Coordinate environmental assessment of working interest properties
- Collect revenues, pay operating expenses and provide monthly reporting
- Manage day-to-day operations of the mineral assets similar to a small production company
- Evaluate and negotiate leases, farmouts, gas purchase contracts and related industry agreements
- Valuate mineral assets for sales and tax purposes
Specialized Trustee Management
- Copyrights, patents or royalties
- Artwork
- Lifestyle assets such as aircraft and yachts
Family Business Services
- Operating business services
- Managing liquidity events
- Special services
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Navigating the complex needs of managing the family business.
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