Insurance & Brokerage Services
Our Private Wealth Advisors team members act as your advocate in the complex world of insurance policies.
Protect yourself, your family and your legacy.
Insurance can be a key part of wealth planning, giving you confidence that your finances and family will be protected if something unexpected happens. That peace of mind comes from knowing you’ll have the proper coverage, amount and provider when you need it most.
Because we represent you and not an insurance company, our advisors are able to act as your advocate in the complex world of insurance policies. We have a deep understanding of the industry and can review your existing coverage to give you an unbiased recommendation on what adjustments are needed to reach your goals. We’re able to provide insurance advice related to:
- Key man
- Business overhead
- Executive income replacement
- Deferred compensation
- Loan collateralization for life insurance and disability
- Income replacement for life insurance and disability
- Long-term care planning
- Liquidity for family estate planning
- Estate tax planning
- Charitable planning and considerations
Private Banking is provided by Texas Capital Bank (the “Bank”). Advisory services are offered through Texas Capital Bank Wealth Management Services, Inc. d/b/a Texas Capital Bank Private Wealth Advisors (“PWA”), a wholly owned subsidiary of the Bank and an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Brokerage services are offered through Kingswood Capital Partners, LLC (“Kingswood”), Member FINRA/SIPC. Texas Capital Bank Private Wealth Advisors and Texas Capital Bank are not registered broker/dealers and are independent of Kingswood. Investments and insurance products 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. Nothing herein is intended to constitute an offer to sell or buy, or a solicitation of an offer to sell or buy securities.
Investing is subject to a high degree of investment risk, including the possible loss of the entire amount of an investment. You should carefully read and review all information provided by PWA, including PWA’s Form ADV, Part 2A brochure and all supplements thereto, before making an investment.
Neither PWA, the Bank nor any of their respective employees provides tax or legal advice. Nothing contained on this website (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 PWA can work with your attorney to facilitate the desired structure of your estate plan. The information contained on this website is not a complete summary or statement of all available data necessary for making an investment decision, and does not constitute a recommendation. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of the authors and not necessarily those of PWA or the Bank.