HELPING LANDOWNERS manage their mineral rights
If you’re a landowner with mineral rights, it may be your biggest asset. Managing this on your own is an enormous responsibility with much at stake. When you own or sell mineral rights, it’s important to get financial advice specific to your situation and understand how the generated income fits into your overall financial plan, particularly in light of the tax implications and legal considerations.
At Moyer Group Wealth Management, we are well-versed in guiding and serving oil and gas landowners and their families across Ohio, Pennsylvania and West Virginia – and we can do the same for you.
While we don’t provide accounting or legal advice, we do provide access to, and work with, accountants and attorneys who are highly experienced in serving the needs of landowners who have oil, gas or coal on their properties. We coordinate their efforts with ours to incorporate financial planning, estate planning and investment management into a multigenerational wealth plan designed to preserve this rights-generated income for your family for generations to come.
If you own property suitable for the extraction of oil, coal or natural gas, please consider talking to us about how we can help you manage the wealth generated by your asset.
You can count on us to:
- Prepare a comprehensive financial plan and facilitate investment management
- Coordinate meetings among family members and any co-owners of the subsurface estate to properly manage income, expenses and best practices.
- Consider estate, gift, and/or transfer tax advice to mitigate tax burden and optimize mineral asset values
- Coordinate with a qualified oil and gas or estate planning attorney to execute upon estate planning options
- Help evaluate whether an appropriate business entity should be created to own subsurface oil, gas and mineral assets
- Coordinate with royalty owner’s CPA to prepare personal/business federal, state and local income tax returns.
