Mineral Management for Banks, Trusts, and Fiduciaries

We excel in creating unique identifiers for properties so that each is tied to a complete inventory. For mineral management for fiduciaries, your assets will be organized clearly with their pay statuses verified and all land records reviewed and in compliance with legal standards.

Our GIS-based mapping service allows banks overseeing large mineral portfolios to identify where leasing and drilling activity is happening near their minerals. This makes it easy to stay informed so that you can make decisions that maximize your clients' asset values.

It should be simple to access your mineral data. Thanks to our client portal, our clients can customize notifications, view detailed financial reports, and easily access essential documents to keep them informed. This is incredibly beneficial for financial institutions’ mineral rights management as it allows for efficient reporting and clear communication.

Managing revenue for mineral management trusts involves complex accounting. Our team collects and processes over 75,000 checks annually, providing ACH transfers and clear, concise statements. Our systems allow us to transform piles of paperwork into simplified reports that are easy for you to navigate and make revenue management and tax reporting more accurate.

Avoid costly tax mismanagement by allowing us to handle your ad valorem tax payments so that your taxes are fair and paid on time. For fiduciaries and banks, we also provide tax protest services if assessments are incorrect. We'll protect your mineral assets and oil and gas royalties from financial penalties down the road.

Our land administration team manages division orders and verifies ownership details so you can receive timely payments. For mineral management for banks, we make sure beneficiaries receive their share without delays and any discrepancies are resolved quickly to keep operations running smoothly.

It requires specialized, industry based knowledge to effectively negotiate leases. Our mineral leasing experts secure favorable terms and leverage market data to benefit trusts and fiduciaries. Negotiating mineral leases for high-value assets like bentonite or lime assures your clients gain maximum return while avoiding unfavorable lease conditions.

Our team continuously monitors your mineral assets for discrepancies and new opportunities. Our data systems allow our mineral managers to provide special alerts on irregularities and market shifts. From Hectorite to Magnesium Oxide, rest assured we keep a close eye on every asset.

Understanding your expectations is key. We engage directly with fiduciaries through regular updates and customized reports, discussing everything from Precipitated Calcium Carbonate mineral valuation changes to new developments affecting your assets. This collaborative approach ensures that your particular needs are always met.

An annual review is crucial for banks, fiduciaries, and trusts because it allows our team to meticulously review all mineral properties to confirm accuracy, identify discrepancies, and enhance overall asset performance. Annual mineral reviews help maintain compliance with regulatory standards and demonstrate our commitment to responsible and accurate specialty asset management. Our annual analysis highlights opportunities for optimization, from evaluating high value minerals to reassessing holdings. By catching errors early on and making necessary adjustments, our clients can confidently safeguard beneficiaries' interests and maximize the value of their mineral portfolios.

Our proactive risk management strategies protect mineral assets and minimize exposure to financial loss. We'll recover funds that may have been placed in suspense to make sure they're properly allocated to beneficiaries. We also handle title issues to prevent costly legal disputes in the future. For trusts, banks, and fiduciaries, this level of protection is essential. Our team also files dormant mineral claims to preserve mineral rights management and prevent assets from falling into escheatment. By resolving these disputes swiftly and managing risks effectively, we safeguard the interests of financial institutions and provide long-term security for their mineral holdings.

Our mineral valuation team provides accurate market assessments ensuring sales are handled transparently and efficiently. Whether you're valuing Lime for an estate or selling Leonardite assets, we help transactions yield the best outcomes, benefiting all parties involved in the mineral management service.