Oil & Gas Industry Specialization

The founder of Schubert & Company, Kelley Schubert, has over 10 years of experience in oil and gas operations and investing.  Serving as the general partner for multiple oil and gas partnerships, Kelley has gained a unique understanding of the technical nuances of the industry, the mindset of the professionals in the industry, and the unique investment and wealth management needs that accompany a family investment picture that includes oil and gas holdings.

If your family receives royalties from mineral interests or participates in working interests, or owns an interest in one or more oil and gas investment partnerships, your situation contains unique factors that need to be incorporated into your investment picture.  You will also have advanced planning opportunities in the areas of federal income taxes, state margin tax, asset protection and wealth transfer.

To further discuss what opportunities might be available to your specific situation, call us at 972-422-1010 to schedule a Discovery Meeting where we can explore whether it makes sense for us to work together.