Pete's Insights

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September 9, 2025

Antiquated mineral management systems are costing institutions millions in lost revenue, audit penalties, and client attrition. As one trust officer told us: "I lose sleep over these numbers." It’s a frustration we frequently hear from prospective clients.

By: Pete O’Brien

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October 1, 2025

Mineral management is booming as oil and gas royalties generate steady returns. A new generation of entrepreneurs and fiduciaries are entering the space, but opportunity comes with complexity.

By: Pete O’Brien

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February 16, 2023

If your clients own oil and gas mineral rights, are they getting paid everything they are owed? Are they aware of all the drilling activity in their interests? Do the operators of those wells even know it’s your clients that own the rights and where to find them?

By: Pete O’Brien

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August 18, 2022

Diversification is a good thing. Most investors hear the word and think of different dividend-paying and growth equities, fixed-income, some alternatives or derivatives added to the mix, real estate, and cash. Diversification should optimize returns and mitigate risk in any sector or asset class.

By: Pete O’Brien

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