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Family. Business. Banking.

When your company's success is a family affair, Amegy Bank's education and financial resources help you manage growth now and transitions in the future. Read on or contact us to learn more.

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Family Business Banking

The Amegy Difference

Building on nearly three decades of experience, Amegy Bank has a deep-rooted passion for helping family-owned businesses get their start, grow, and protect their financial legacy for future generations. As a bank built by serving family businesses, we have the experience and knowledge needed to understand their complexities. We strive to listen, and to offer help and guidance to our clients as they evolve through the different stages of the business life cycle.

Our offerings are comprehensive - just like the dynamics of a family-owned business:

  • Succession planning
  • Estate and wealth planning
  • Transition planning
  • Generational considerations
  • Use of non-family professional managers
  • Buy-sell arrangements
  • Financial or cash flow modeling
  • Wealth and asset management
  • Businesses involving multiple heirs
  • Liquidity for second- or third-generation owners
  • Cash management solutions

We also have relationships with other professionals who support family business affairs such as attorneys, accountants and other consultants. 

 

Additional Resources

We’re here to help with family-owned business banking — and to help you help yourself. Be sure to use our online and informational resources to keep your business growing, prospering and viable for generations to come.