When To Keep Your Minerals
The Right Answer Starts With the Right Question
While others ask, “How do I know when to sell?,” our clients have discovered that asking “How do I know when to KEEP my minerals?” is a better question with better answers. It’s a subtle tweak, but our process places the spotlight on the real factors that equate to real money in your pocket.
Over the last 20 years, our team has walked alongside hundreds of mineral owners as they navigate the complexity of this industry, providing industry knowledge as well as federal programs which reduce or defer taxes completely. Our team has developed owner-specific models which account for an individual’s ownership, asset type, tax bracket, and goals to enhance clarity and confidence to steward your wealth wisely.
Whether you’ve purchased or inherited mineral interest, please reach out to our team to set up an appointment. We look forward to providing the knowledge and analysis needed so you can discern when to keep your minerals.