Outsourcing Solutions for Family Offices

TL;DR: Family offices can outsource the complexity of mineral and royalty management to Valor, allowing them to focus on core activities. Valor provides comprehensive mineral management including royalty accounting, lease administration, revenue auditing, and technology-enabled reporting through mineral.tech® - all backed by SOC certification.

Valor is a leading solutions provider to family offices. Our business process outsourcing services allow family offices to focus on what they do best. Family Offices rely on Valor to outsource mineral and royalty management, accounting and land management.

Valor was created to provide a unique approach to mineral rights management services. With generations of working and owning mineral rights and oil and gas, our team seeks to combine their outstanding industry expertise and relationships to provide the best possible service to clients. We have experience in specialized disciplines including oil and gas law, accounting, operations and mineral investment, management and divestiture.

Valor provides custom tailored solutions to family offices to help them cut costs, improve operational efficiency and effectiveness, and provide state of the art management so that they can focus on their primary business activities.

Valor is a mineral rights service company that employees the use of it's proprietary state-of-the-art software, mineral.tech®, to enable it to efficiently and effectively manage mineral rights with the best mineral software on the market. Valor offers comprehensive mineral management services but can also custom tailor a solution for your particular needs, please visit the Valor Toolkit™ to learn more about the variety of mineral rights services that Valor has to offer to family offices.

SOFTWARE-ENABLED MANAGEMENT
Valor utilizes mineral.tech® to digitally map and manage mineral and royalty assets to their full potential. Our proprietary software allows us to review and analyze mineral-related data by comparing multiple data sources in real-time. mineral.tech® also allows us to monitor production, regulatory and drilling activity with ultimately allows us to proactively manage assets and provide comprehensive reporting. We can also customize reports to our clients' needs.
INFORMATION ACCESS
The mineral.tech® portal allows our clients to access information on their holdings at anytime from anywhere in the world. Information access includes full reporting and an analytics suite that contains the following information: production, lease, permitting and drilling along with other critical data. Valor clients can also safely and securely store their digitized files. Our data experts can digitize, organize, and upload your paper records, providing easy access to your assets' details.
STREAMLINED ACCOUNTING
Our mineral and royalty accounting team can provide services that eliminate errors and meet timely reporting requirements. This includes detail revenue check entry of current and past revenue checks to audit for missing payments, 1099 entry and reporting, and quarterly payment review. Additional services we can provide include lease analysis and management, suspended and escheated funds assistance, working interest JIB monitoring and payments, well proposal and AFE analysis, dormant mineral filings, ad valorem tax administration and payment.
MINERAL OWNERSHIP VERIFICATION
Our experienced landmen can verify and update your asset ownership data and provide clarity into complicated royalty ownership. We have subject matter experts that have extensive land experience that includes managing tens of thousands of interests across 30 states. We often help clients discover wells that they did not know about and assist them in getting into pay status. We have also discovered wells that were not included in the original inventory of interests and took action to rectify the issue.
LEASE NEGOTIATION & COUNSEL
Our industry veterans can leverage established industry relationships to advise and advocate on your behalf for leases, division orders, right-of-way and easement negotiations. Our intent is to create a competitive negotiation environment and leverage senior management experience to achieve the best possible deal for you. We are proactive and work to ensure your mineral rights are leased and being paid correctly.
MAIL & REVENUE DISTRIBUTION SERVICES
You can opt to have Valor receive your mail and process Division Orders and revenue checks on your behalf. We have a relationships with multiple banks that enables us to setup an account for your benefit and securely deposit checks. We can take the hassle out of monthly mineral rights management.
SPECIAL PROJECTS
Our team has also assisted with special or one-time projects for our clients. For example, we have conducted document digitization projects and provided those files back to the client for their own management.

For more on Valor's family office services, please visit: Mineral Management Services.

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Frequently Asked Questions

Family offices can outsource the complexity of mineral and royalty management to Valor, which provides royalty accounting, lease administration, revenue auditing, and mineral.tech® reporting — all backed by SOC certification — so the office can focus on core activities.

Valor has recovered $27M+ for owners by auditing operator statements, tracking suspended royalties, and enforcing lease terms — directly accretive to family income — even across portfolios spanning 50+ years and multiple basins.

Yes. Valor offers SOC-certified controls, no name-of-owner mailings, and discreet operator communication when family privacy is a priority.

Yes. mineral.tech® supports custom rollups by trust, generation, or tax-allocation entity, with direct delivery to the family's CPA.

Through a property-entity master inventory with monthly stub capture — each interest's income posted per property per entity, verified against decimals and lease terms, then rolled up in whatever grain the office's portfolio system consumes. Valor supplies that layer as a service, with mineral.tech® as the live system of record, so the minerals line in the quarterly book becomes as rigorous as the equity portfolio.

With records, structure, and governance set up before the next succession: a maintained inventory that survives estate events, consolidation entities (designed by counsel, administered properly) that hold tracts whole while generations own entity interests, and a deliberate on-ramp so heirs become stewards rather than post-funeral sellers. Valor administers all three layers for family clients — and never buys minerals, so the generational advice has no acquisition angle.

Guides for Family Offices Holding Minerals

The questions direct mineral ownership raises inside the office — answered in working detail:

Key Takeaways