Private Wealth

Energy Asset Management

Natural resource assets often represent a significant portion of individual and family wealth. The unique opportunities and challenges that come with owning these specialized assets — from oil, gas, and mineral rights to wind and solar interests — also make managing them more complex than traditional investments or property.

As an experienced specialty asset management team, Wells Fargo Bank has dedicated energy asset management specialists with the knowledge and expertise to help you realize the full potential of these interests — for you and your heirs.

Offered through Wells Fargo Bank, N.A.

Your specialists in natural resources

Whether you've just inherited these assets or wish to leave a legacy for future generations, we offer comprehensive management solutions tailored to your specific needs and goals. Our specialists can help:

Evaluate the role natural resources play in your wealth plan
Analyze and implement income and growth strategies to enhance revenue
Coordinate with your legal and tax advisors on tax-efficient estate planning strategies
Assess environmental and other risk management concerns
Plan for the transition or sale of your interests

We can also handle the unique duties and responsibilities that come with owning natural resource interests, including:

Processing royalty and rental income
Managing contract and lease negotiations
Monitoring and evaluating drilling participation
Coordinating inspections, valuations, and reviews
Overseeing property tax payments and providing annual reporting for tax preparation
Promoting the leasing and development of your energy assets

Empowering your goals

Our specialists are ready to provide you and your family with the experience and resources to manage these specialized assets in a fiduciary capacity for generations to come or to help facilitate a transition or sale. To learn more about Energy Asset Management, contact your advisor.

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Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.