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WEALTH MANAGEMENT

Bank Officers You Can Count On. Flexibility Combined With Security. The Tradition of Personal Service.

You don't want just anyone managing your money or your family's trusts

That's why we're more than a traditional Trust Department. We build long-lasting personal relationships with each and every client.

We all have significant events in our lives that change our financial situations - selling a business, retirement, divorce, death of a spouse. The better we understand your situation the harder we can make your investments work for you.

Texas Capital Bank was founded on the tradition of independent Texas banking. Banking where clients, families and advisors can come together with our bankers to create comprehensive financial plans. Our bankers each have many years of experience in this discipline. And we can act quickly on your behalf, resolving problems often within 24 hours.

The services you're looking for

Once we understand your goals, we can deliver service unmatched by most of today's professional trustees and wealth managers. These include:

  • Investment management
  • IRA rollovers (a specialty)
  • Personal trust services
  • Wealth transfer and estate planning
  • Charitable trust planning and administration

Specialized services are also available for family offices, individual trustees and foundations:

  • Investment management
  • Treasury Management
  • Custody of securities
  • Fiduciary record keeping
  • Performance measurement

You can count on our people

We have officers you can count on. Our outside equity managers are independent, time tested and proven. We use leading-edge communications tools such as the Internet when and where efficient. But we never use these tools in lieu of personal relationships. And if we drop the ball, we'll return our last month's fees. That's a promise. We look forward to working with you and getting to know you personally.

For more information on Wealth Management & Trust Services at Texas Capital Bank, contact wealthmanagement@texascapitalbank.com or call 214.932.6630.
Or contact your Wealth Management & Trust relationship manager directly.

 

Dallas
Kevin L. Caldwell
Senior Vice President
214.932.6630
kevin.caldwell@texascapitalbank.com

David Folz
Executive Vice President
214.932.6625
david.folz@texascapitalbank.com

Customer Service Austin Dallas Fort Worth Houston Plano San Antonio
877.TEX.BANK 512.236.6770 214.932.6600 817.212.8333 713.439.5900 972.963.3000 210.785.3600
Copyright © 2003-2007  Texas Capital Bancshares, Inc.  All rights reserved.