Trust & Estate Administration
The wealth you’ve spent a lifetime to build has the potential to be your greatest legacy. A properly structured and administered trust can provide the asset protection, financial guidance and tax savings necessary to benefit your heirs or chosen charities for years to come.
Services for individuals and families
Our team of experienced trust professionals, led by an estate planning attorney, can design and administer your family’s trusts acting as trustee, co-trustee or agent for trustee. By managing the complex challenges of passing on your wealth, we can help your beneficiaries enjoy more of it. We serve as trustee for different types of trusts, including:
- Revocable trusts
- Irrevocable trusts
- Marital trusts
- Generation-skipping transfer trusts
- Grantor retained annuity trusts
- Charitable trusts
In addition, we can administer estates as executor, co-executor or agent for executor.
As a Texas-based bank, we are well-versed on managing mineral rights and real estate, including timber, and can assist you and your family as needed.
We ensure our decisions are consistent with your stated wishes for distribution to your beneficiaries. Our overriding goal is to give you peace of mind knowing your family’s needs will be met. And thanks to our integrated team structure, our personalized trust services can be coordinated with our investment and banking services to offer you the full spectrum of financial services.
Services for businesses
As a bank focused on serving businesses and their owners, we also offer trust services to businesses. For reinsurers, we’re able to protect and conservatively invest the funds held for their insurance partners. For companies providing service contracts, we manage trusts to support their business as well. Contact us to see how your business could utilize a trust to protect its assets or deliver on its obligations.
Achieving big goals with Private Wealth Advisors
We believe we’ve created something truly unique at Texas Capital Bank Private Wealth Advisors; a team large enough to provide you with the breadth of service and depth of expertise you require, but small enough to get to know you and your goals firsthand.
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Experience more with Private Client Advisors who are committed to helping you grow.
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 advisor 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.