At Amegy Bank, we have all-encompassing resources to help you grow, manage, preserve and transfer your wealth.
We have your family’s best interest in mind.
We provide the highest level of personal service in trust and estate administration and asset management to individuals, endowments, foundations and businesses. Amegy Bank works with you and, if desired, your advisory team of attorney and CPA to integrate advice and provide comprehensive solutions.
Our areas of expertise that we can help you with include:
Trust Administration
Estate Administration
Will Appointments
IRA Administration
Custody Administration
Investment Management
Real Estate, Oil and Gas Management
Trust Administration Our bankers are specialists in helping structure and manage the administration of trusts, including Living Trusts, Testamentary Trusts, Revocable Trusts and Irrevocable Trusts. For protecting and transferring your assets, a trust can be a valuable tool. Trusts allow ease and flexibility in how you use and disburse your assets while living and after death. A trust can help you control your current and future finances by:
Reducing taxes
Providing for family, now and in the future
Keeping your financial matters private, now and in the future
Estate Administration When Amegy Bank serves as executor, co-executor or agent of your estate, we will perform many required duties to help ensure that your instructions will be carried out and that your designated beneficiaries will receive professional care and attention.
Will Appointments We will help make sure your estate is settled in a straightforward and objective manner – we handle duties that usually require a professional level of financial and probate/trust knowledge. Appointing Amegy Bank as a fair and impartial executor can also help in working with beneficiaries.
IRA Administration Your retirement plan assets may be one of the larger assets you accumulate during your working career. Amegy Bank can help you manage these assets as they accumulate, relative to the rest of your portfolio. Should you change employers and need to rollover your company-sponsored retirement plan (such as a 401K) into an IRA Rollover, we can assist you in making the most tax-advantaged decisions.
Custody Administration Our custody account is designed to free our clients from the day-to-day responsibility of collecting income payments, disbursing funds, settling trades, transferring funds and maintaining records. In addition, you will have a dedicated custody account officer to assist in any way we can.
Investment Management Amegy Bank has assembled a team of financial professionals with extensive experience in advising families and institutions in the area of investment management. We will help you define a strategy so that you may achieve your goals. See the following page for more details. Real Estate, Oil and Gas Management We are committed to providing in-depth management services for your oil, gas and real estate assets using our expertise to realize maximum asset value.
Real Estate We manage commercial or residential assets, farm or ranch, or tracts of land. We provide:
Ad Valorem Tax Administration
Insurance Administration
Leasing Services
Acquisitions/Dispositions
Real Estate Partnership Administration
Property Management
Note and Mortgage Administration
Oil and Gas Our services are tailored to meet your needs – whether it is non-operating working interests, non-participating royalty interests, or negotiating a mineral lease. Our services include:
Title Research
Evaluation
Sales
Working Interest Management
Revenue Collection
Negotiations
Ad Valorem Tax Administration
For further information on any of our Trust and Investment Management Services, please contact Debbie Gibson at 713-232-1095 or Sells Neuhaus at 713-232-1096.
