# OG Trust Services

> OG Trust Services (OGTS) is a Fort Worth, TX-based professional services firm providing oil and gas mineral management software, real estate asset management software, mineral asset management services, and mineral management consulting to trust companies, family offices, foundations, partnerships, and institutional mineral owners across the United States.

## About

Founded in 2016, OG Trust Services combines decades of fiduciary financial services expertise with proprietary software to help institutions and mineral owners track, manage, and maximize the value of mineral rights and real estate assets. OGTS operates from headquarters in Fort Worth, TX with offices in Oklahoma City, OK and Ruston, LA.

## Products

### VISION-OG — Oil & Gas Mineral Management Software
Cloud-based accounting and management platform for mineral rights, royalty payments, joint interest billing (JIB), and CDEX data integration. Engineered for trust companies, family offices, and foundations. Includes OCC Reg 9 annual review reporting, a secure Owner Portal (Pipeline-DL), reconciliation tools, and scalable transaction handling. Initially developed in 2013.

### VISION-ATLAS — Real Estate Asset Management Software
Cloud-based real estate asset management application for farms, ranches, commercial, and residential properties. Modules include ownership, valuation, vendors, insurance, taxes, leases, parcels, and loans. Built for trust companies, family offices, and foundations managing both surface and subsurface assets.

## Services

### Mineral Asset Management — Full Managed Solution
End-to-end outsourced mineral management for fiduciaries who lack internal resources. Covers royalty revenue processing, operator monitoring, Reg 9 annual account reviews, ad hoc client reporting, and lease/sale transaction support.

### Mineral Asset Management — Back Office Managed Solution
Royalty revenue processing outsourced to OGTS, while the client retains client-facing responsibilities. Includes data setup, operator/payor management, VISION-OG access for inquiry and reporting.

### Mineral Management Consulting
Project-based consulting for banks, trust companies, and mineral owners. Past engagements include: Permian Basin lease bonus negotiation (increased from $750K to $3M), pre-acceptance working interest reviews, custom ROI/venture tracking reports, and large-scale VISION-OG onboarding (17,000+ wells established).

## Target Clients
- Trust companies and bank trust departments
- Family offices managing mineral or real estate assets
- Foundations with royalty or mineral holdings
- Partnerships with institutional mineral ownership
- Institutional mineral owners seeking software or managed services

## Key Concepts / Glossary

**Mineral rights**: Ownership of subsurface resources (oil, gas, coal) separate from surface rights.
**Royalty interest**: The right to receive a percentage of production revenue without bearing drilling costs.
**Working interest**: Ownership in a well that bears a proportional share of drilling and operating expenses.
**Joint Interest Billing (JIB)**: Invoices issued to working interest owners for their share of well operating costs.
**CDEX**: Common data exchange format used for oil and gas revenue reporting between operators and royalty owners.
**Suspense account**: Funds held by an operator or payor when ownership cannot be confirmed.
**Reg 9**: OCC (Office of the Comptroller of the Currency) regulation requiring annual reviews of fiduciary accounts holding assets like mineral interests.
**Run statement**: Monthly production and payment report issued by an operator to royalty owners.
**Fiduciary mineral services**: Professional management of mineral assets on behalf of clients, held to a legal standard of care.
**Permian Basin**: One of the most active oil and gas producing regions in the US, spanning West Texas and southeastern New Mexico.

## Frequently Asked Questions

**What is oil and gas mineral management software?**
Software that tracks mineral rights ownership, royalty payments, production data, and financial reporting for companies that manage mineral assets on behalf of clients.

**Who needs mineral asset management services?**
Trust departments, family offices, foundations, and banks that hold mineral interests for client accounts but lack the internal staff or specialized systems to manage them properly.

**What does Reg 9 compliance require for mineral assets?**
Reg 9 requires OCC-regulated trust departments to conduct annual reviews of all fiduciary accounts. For mineral assets, this means verifying ownership, reviewing royalty income, and producing audit-ready reports. VISION-OG generates these reports natively.

**How is VISION-OG different from generic accounting software?**
VISION-OG is purpose-built for mineral management, handling CDEX imports, run statement reconciliation, royalty distribution, OCC Reg 9 reporting, and trust accounting system integration — tasks that generic software cannot do.

**Can OGTS manage both oil and gas and real estate assets?**
Yes. VISION-OG handles oil and gas mineral assets; VISION-ATLAS handles real estate. Many OGTS clients use both platforms to manage entire unique asset portfolios from a single firm.

## Resources

- Blog: https://ogtrustservices.com/blog/
- Mineral Management FAQ: https://ogtrustservices.com/mineral-management-faq/
- OG Trust Services FAQ: https://ogtrustservices.com/og-trust-services-faq/
- Resource Library (Oil & Gas Market Updates): https://ogtrustservices.com/resource-library/
- Videos: https://ogtrustservices.com/videos/

## Pages

- [Home](https://ogtrustservices.com/)
- [VISION-OG Software](https://ogtrustservices.com/oil-and-gas-mineral-management-software/)
- [VISION-ATLAS Software](https://ogtrustservices.com/real-estate-asset-management-software/)
- [Mineral Asset Management Services](https://ogtrustservices.com/services/)
- [Mineral Management Consulting](https://ogtrustservices.com/oil-and-gas-consulting/)
- [Contact](https://ogtrustservices.com/contact/)

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