Beyond Traditional Wealth | A Guide to Managing Oil & Gas Interests in Trusts

Oil and gas mineral rights are often overlooked. But for many high-net-worth clients, they’re a vital part of their multi-generational wealth and family legacy. Managing these unique assets requires more than spreadsheets and intuition. It requires the right combination of tax strategy, trust structuring, and modern digital tools.

Beyond Traditional Wealth | A Guide to Managing Oil & Gas Interests in Trusts helps trust and wealth firms understand how to:

• Navigate royalty payments and tax treatment
• Evaluate and structure mineral assets within trusts
• Use cloud-based platforms to streamline tracking and compliance
• Build internal expertise or partner for operational scale

Whether you’re already managing oil and gas holdings or looking to expand your service offerings, this guide will help you approach mineral rights with confidence and clarity.