O/G Trust Services FAQ

O/G Trust Services is a professional mineral and real estate asset management firm specializing in institutional mineral management. Founded in 2016, OGTS supports banks, trust companies, family offices, and private owners with expert fiduciary oversight.

OGTS offers mineral and royalty accounting, asset valuation, suspense fund recovery, Reg 9 annual review reporting, document management, and portfolio oversight. We also provide software solutions — VISION-OG for mineral assets and VISION-ATLAS for real estate assets.

We combine decades of Oil & Gas and fiduciary financial services industry expertise with advanced mineral management software to deliver tailored fiduciary solutions. Unlike generic accounting firms, OGTS is built specifically for unique assets like minerals, royalties, and real estate.

Our clients include trust departments, banks, family offices, mineral buyers, and families. Whether you manage assets for institutions or your family, OGTS can tailor solutions to your needs.

VISION-OG is our proprietary oil & gas accounting software designed to track mineral rights, royalty payments, and joint interest billing (JIB) expenses. It simplifies oil and gas back office software tasks and ensures accuracy in reporting and compliance.

VISION-ATLAS is our real estate asset management software, built for farms, ranches, commercial properties, and residential real estate. It provides comprehensive real estate asset reporting and complements VISION-OG for institutions managing both surface and subsurface assets.

We support financial institutions with accurate, audit-ready reports for Reg 9 annual reviews, ensuring fiduciaries meet compliance requirements while saving time and reducing administrative burden.

From our headquarters in Fort Worth, TX, and offices in Oklahoma City, OK and Ruston, LA, we support mineral and real estate portfolios nationally.

You can contact us through our website at ogtrustservices.com to schedule a consultation. We’ll discuss your needs, demonstrate our software, and outline a tailored solution for your mineral and real estate assets.