Managing natural resources

requires specialized knowledge.

Managing natural resources requires specialized knowledge.

Our experienced advisors proactively manage every detail of these unique assets.

Maximize and protect

your natural resources investment.

We optimize and protect your wealth with our extensive field expertise and cutting-edge technology. From lease negotiations to compliance and production volume analysis, we have you covered.

Cutting-edge mineral management technology

Our platform, designed and written by mineral owners, allows us to innovate and shorten the life cycle of obtaining new oil and gas leases, and maximize the value of your assets.

Located in the heart of mineral country.

We put down our roots where your interests lie. We are located in active mineral exploration areas where we keep a finger on the pulse of developmental activity and our clients’ interests.

Put our technology and expertise to work for you.

Strategic resource management.

Optimizing
revenue growth

Natural resource assets play an integral part of long-term financial planning. We maintain ongoing communication with your full team of advisor partners to optimize income and tax strategies.

Reviewing and mitigating environmental risks

Above ground environmental risks can have a direct impact on your mineral interests. We routinely collaborate with our real estate partners to foster industry-leading land stewardship while protecting the resources for future generations.

Sales and
transitions

We work alongside your attorneys and accountants to manage every detail of any natural resource transaction. New acquisitions, transfers and sales all call for specialists to minimize tax liability while guiding a successful deal.

Day-to-day
property management

Royalties, income, and
expense payment

No task is too complex or too small for our team of experts. Our specialized software continually analyzes your assets, provides status reporting, and pay-related expenses. Our internal processes are designed to give you peace of mind.

Property Taxes

Our seasoned professionals understand the minutiae of property taxes so you don’t have to. We are well equipped to identify the ideal path forward for your individual situation.

Annual reporting

Save time by leveraging our accounting system and expertise to gather all pertinent production numbers and income information into a robust, easy-to-navigate annual report.

Contract / lease negotiation

Our landmen have extensive experience on both sides of an oil and gas lease. We have in-depth understanding of the operator and interest owner, which gives us unique perspective as we advise and develop strategy.

Property inspections, valuation, and reviews

Along with our real estate team, we inspect and value our clients’ interests. Regardless of production status, an annual review is a valuable tool to reveal any activity trends in your area.

Analyzing/Advising on JOAs, AFEs and JIBs

Working interest is not advisable for every client, but where it’s appropriate, we believe it can affect earnings in a positive way. We leverage our team’s operating experience to help you make the best decision for your portfolio.

Proactive leasing

We use our own lease form, routinely revising our leases to ensure we are current on all state rules and regulations. We are proactive and selective, ensuring your mineral assets are developed responsibly.

Resources

Article

Is Your Farm or Ranch as Profitable as It Could Be?

Case Study

Legacy Oil and Gas Family Boosts Earnings, Confidence With PW Energy

Case Study

Establishing a Philanthropic Plan for Future Generations

Getting started

Bring your financial vision to life.

Explore

We bring all stakeholders, family members, and trusted advisors together and get to know every piece of your world to prepare for a true partnership.

Plan

We customize a strategy to drive your investments, and future, into motion. Full transparency and hands-on team planning create the baseline for success.

Action

We keep all of your trusted advisors in the loop, managing the day to day to deliver opportunities as they are researched and revealed.

Spend more time on the things that matter.

Managing natural resources

requires specialized knowledge.