by Walt Lotspeich | Nov 5, 2026 | Blogs
Over the past few years, we have had a lot of conversations with trust officers and real estate administrators who are taking a closer look at how their departments manage trust-held real estate. The same themes surface regularly, from people at institutions of...
by Walt Lotspeich | Oct 19, 2026 | Blogs
Most trust department compliance reviews focus on what is visible: the investment portfolio, the accounting records, the regulatory filings. These are well-understood, consistently monitored, and generally well-controlled.Real estate assets tend to occupy a different...
by Walt Lotspeich | Sep 14, 2026 | Blogs
Real estate assets held in trust carry a category of administrative complexity that standard trust accounting systems were not designed to handle. Ownership records, insurance policies, vendor relationships, lease terms, tax schedules, and property-level documentation...
by Walt Lotspeich | Aug 19, 2026 | Blogs
Why Visibility, Documentation, and Fiduciary Discipline MatterWorking interests are often misunderstood, even by experienced mineral owners. Unlike royalty interests, which generate income without ongoing responsibility, working interests come with both upside and...
by Walt Lotspeich | Jun 10, 2026 | Blogs
June 2026 marks ten years since OG Trust Services became a company. We have been thinking about how to acknowledge that because on one hand, it’s an arbitrary milestone. On the other hand, it’s a journey worth reflecting on, because the story of these ten...
