private wealth

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.

wealth planning

Delegated planning, management, and due diligence

Let us take the detailed oversight needed to keep your assets profitable off your plate. We’ll ensure contract compliance, analyze production volumes and commodity pricing, negotiate leases, farm-outs, well allocations, and more.

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.

animal in front of the sun

Strategic resource management.

wealth planning

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.

wealth planning

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.

wealth planning

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

wealth planning
collage
wealth planning

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.

wealth planning

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.

wealth planning

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.

wealth planning

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.

wealth planning

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.

wealth planning

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.

wealth planning

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.

Meet our natural resources specialists.

trees
Bryan Frazier

Bryan Frazier

Head of Energy Asset Management

Growing up in small-town America in a family whose oil and gas roots go back generations, Bryan had the privilege of being around some of the finest the oil field has to offer. From inspecting sites, to doing roughneck work, to eventually working for an operator shortly after college, his career has taken several exciting turns. He found the most joy in sitting on the side of the mineral owner and advocating for those who need someone with the breadth, knowledge and skill set to excel.

Mac Laas

Senior Landman – Energy Asset Manager

A Texas native, Laas has deep roots in the energy and land sectors with background ranging from exploration to direct work with energy providers. His deep knowledge of the farm and ranch real estate landscape and every side of the land business makes him a major asset for Private Wealth clients. Laas also has an affinity for adventure, having completed long-distance treks and hunting experiences spanning North America, Africa and Australia. He gives back to the community through his non-profit serving underprivileged youth in 4H activities and his involvement with the San Antonio Livestock Show and Rodeo.

machine
Mac Laas
mining
Pedie Monta

Pedie Monta

Director of Land

Holding a BA and MBA from Texas Tech, Monta has a long and successful career of institutional and private land and resource management. He excels in oil and gas contracts, fiduciary portfolio management and business development in mineral management and alternative investments. When he’s not developing leases and investments as a landman, Monta spends time with his family, enjoys the outdoors and traveling.

Rodney Kleman

Head of Real Estate Asset Management

A partner in Private Wealth with a long history in the land business, Kleman oversees fiduciary management of client real estate portfolios with a focus on ranch, farm, commercial and energy-related properties. His 30+ years in the business combines deep experience in farm and ranch management, agricultural lending and wealth management. A leader in the land business, Kleman brings value to every single client and investment through vast experience and his finger on the pulse of the industry. A Texas native, Kleman stays busy with his family and his two daughters’ involvement in 4-H, FFA and softball.

architectural building
Rodney Kleman

Getting started

Bring your financial vision to life.

1

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.

2

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.

3

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.