Texas Capital Bank Client Support will be closed for Martin Luther King, Jr. Day on Monday, January 16, 2023. We will be back to our normal 8:00 AM to 6:00 PM support hours on Tuesday, January 17, 2023.

We will be making updates to our website from 8:00 p.m. CST on 01/25 to 12:00 a.m. CST on 01/26. During this time, the website may experience some interruptions of functionality or be unavailable.

Services & Solutions

Planning for a strong financial future may not be simple, but it should be straightforward — from strategic estate and financial planning and investing to trust and estate administration and personal banking solutions.

The strategy and solutions to address every phase of life

As a wealth management client of Texas Capital Bank, you’ll enjoy access to one integrated team focused on your long-term wealth and estate planning. With a consultative approach, we work with you to provide the insights and resources to help bridge the gap between today’s complex financial picture and your vision for the future.

Experience high-touch service with a tailored approach.

While we have the services and solutions to fulfill our clients’ every need, what is even more uncommon is the way in which we serve our clients. Learn more about our approach to planning for your future.

Meet Our Experts

Discover how our expertise can be a resource for your business.

Core Business & Estate Structures

Risk management plays a critical role in both business and estate planning.

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Sell to an investor

Selling to a financial buyer or private equity group can be an ideal strategy for the right business at the right time under the right management.

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Succession Planning: Sell to an Industry Buyer

Our experts provide transparent pros and cons, while also sharing professional tips so you and your business are confidently prepared for this strategy.

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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.