WEALTH MANAGEMENT

Over the years you’ve built up many things. Your business. Your wealth. Your legacy. But in the process of building your portfolio, you may find that some financial products and services complicate and confuse your financial picture, unintentionally steering you away from your financial goals. While your financial needs may be complex, there’s no reason your solutions need to be. That’s where Texas Capital Bank's Private Wealth Advisors come in.

Private Wealth Services

  • Wealth Strategy & Financial Planning*

    We work with you to define the wealth strategies you need to get the most of every stage of life.

  • Investment & Brokerage Services*

    Our team provides meaningful and timely asset allocation decisions designed to take the emotion out of investing.

  • INSURANCE

    Our independent insurance planning advocates are here to make sure you, your business and your family are protected.

  • CONCIERGE PRIVATE BANKING

    From everyday purchases to financing an aircraft, our private bankers help you live the best life possible.

  • TRUST & ESTATE ADMINISTRATION

    Build your legacy for the next generation by maximizing tax savings, asset protection and more.

  • Learn More

    Texas Capital Bank's Private Wealth Advisors can help you manage your private banking, mortgage, insurance, estate planning and investment needs all under one roof. Our experienced advisory teams will work with you, your family and your other advisors to help you create and execute on your customized plan. To learn more, please provide your contact information and an advisor will contact you.

    About Texas Capital Bank
    Texas Capital Bank delivers highly personalized financial services to businesses, the individuals and families who run them, and other members of our communities. We are headquartered in Texas and work with clients throughout the state and across the country. Texas Capital Bank is a wholly owned subsidiary of Texas Capital Bancshares, Inc. (NASDAQ®: TCBI) and is recognized as one of Forbes’ Best Banks in America.


    About Texas Capital Bank Private Wealth Advisors
    We’re much more than just a business bank. At Texas Capital Bank we understand the inherent connection between business and personal goals. With experienced financial professionals and a commitment to putting our clients first, we’ve become the private wealth group of choice for Texas businesses and the people who run them.


    *Securities offered through Raymond James Financial Services, Inc., Member FINRA SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Texas Capital Bank and Texas Capital Bank Private Wealth Advisors are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

    Disclaimer: Neither Texas Capital Bank, N.A. nor any of its employees provide tax or legal advice to outside entities. Nothing contained in this communication (including any attachments) is intended as tax or legal advice for any recipient, nor should it be relied on as such. Taxpayers should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor or legal counsel. The wealth strategy team at Texas Capital Bank can work with your attorney to facilitate the desired structure for your estate plan.

    Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Neither Texas Capital Bank nor any of its employees provides tax or legal advice. Clients must seek advice based on their particular circumstances from an independent tax advisor. The wealth strategy team at Texas Capital Bank can work with your attorney to facilitate your desired structure of your estate plan.

    All loans subject to Texas Capital Bank credit approval

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    TEXAS CAPITAL BANK AND THE TEXAS CAPITAL BANK LOGO ARE TRADEMARKS OF TEXAS CAPITAL BANCSHARES, INC. TEXAS CAPITAL BANK, N.A.