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.
Estate & Wealth Planning Strategies
Our deep experience includes estate and wealth transfer strategies, business succession and charitable giving. Whether you need guidance on structuring a will or help minimizing taxes ahead of a liquidity event, we’ll customize a strategy that’s right for you.
Investment Management
With a focus on returns at the lowest risk and cost, our credentialed investment committee continually monitors and manages your portfolio, while our investment platform allows you to track performance. We also offer a broad array of alternative investment solutions.
Trust & Estate Administration
Led by an estate planning attorney, our team can serve as trustee or co-trustee of revocable and irrevocable trusts and as executor or co-executor of descendants' estates. We may also be appointed as agent for trustee or agent for executor.
Concierge Private Banking
Our team offers tailored personalized solutions that includes financing strategies, securities and life insurance premium lending, premium deposit accounts and more.
Insurance & Brokerage Services
We offer a deep understanding of coverage options and benefits to provide unbiased recommendations across a range of business scenarios, including key man, buy-sell, deferred compensation and loan collateralization for life insurance and disability.
Online & Mobile Banking
Our private wealth online banking platform and mobile app make it easy to securely manage your finances anywhere, anytime. Provided at no charge to our private wealth clients, the platform offers an array of capabilities that give you visibility and control 24/7.
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.
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.
Discover how our expertise can be a resource for your business.
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.