Services

Our Available Services

We provide unbiased and independent counsel with a high level of client service.

Today, Heritage – an independent, privately-owned trust bank – offers trust administration in addition to oil and gas management, real estate management, financial planning, and investment management.

Trust Administration

Trust Administration

With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Heritage Trust can expertly serve the multi-generational financial needs of your family.

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Investment Management

Investment Management

Heritage provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy.

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Oil & Gas (Mineral) Management

Oil & Gas (Mineral) Management

Few mineral management companies can match Heritage Mineral Management’s expertise in contract negotiation, oil & gas accounting, asset evaluation, and ongoing management.

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Retirement Plan Advisors

Retirement Plan Advisors

Heritage Retirement Plan Advisors is a Registered Investment Advisor with the SEC that specializes in fiduciary and investment advisory services for retirement plan sponsors.

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Wealth Management

Wealth Management

Heritage can assist in the day-to-day administration and management of your family’s financial affairs, consult on the preservation of family vision and preparation of heirs and carry out philanthropic goals.

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Farm and Ranch

Farm and Ranch

Our comprehensive farm management system provides complete farm management services for landowners. Our goal is to relieve the daily management burden and worry over your farm and ranch estates, while helping to achieve the greatest financial return.

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