PRIVATE WEALTH TRUST & ESTATE ADMINISTRATION

Services for Individuals and Families

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. Our team of experienced trust professionals 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 also serve as a trustee with investments directed by a third party and 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.

 

contact us

Dian Kauth

Chief Fiduciary Officer | Dallas, TX 214.932.6804 214.932.6804

John Ferguson

Sr. Fiduciary Officer | San Antonio, TX 210.390.3838 210.390.3838

Ryan McGrew

Fiduciary Officer | Dallas, TX 214.932.6898 214.932.6898
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