Trust and Estate Management

We have your family’s best interest in mind

With the resources to help you grow, manage, preserve and transfer your wealth, Amegy Bank of Texas provides the highest level of personal service in trust and estate administration and asset management to individuals, endowments, foundations and businesses. Working with you and your advisory team of attorney and CPA, we integrate advice and provide comprehensive solutions to achieve your present and future goals.

Amegy Personal Trust provides a broad scope of trust and estate services, including:

  • Trust and Estate Administration
  • Foundation and Charitable Trust Administration
  • Will Appointments
  • IRA Rollover Administration
  • Custody Administration
  • Investment Management
  • Real Estate, Oil and Gas Management

The products and services offered by Amegy Private Wealth Services are available through either Amegy Bank N.A., Amegy Investments, Inc., or Amegy Insurance Agency, Inc.  The specific wealth management service(s) and/or product(s) that a client is interested in will determine which Amegy affiliate makes them available, based on US laws and regulations.  Investment management services are available through Amegy Bank N.A.  Self-directed investment products and services and investment advisory services are available through Amegy Investments, Inc., member FINRA/SIPC, a registered broker dealer, investment advisor, licensed insurance agency and an affiliate of Amegy Bank N.A.  Certain other insurance products and services are available through Amegy Insurance Agency, Inc., a licensed insurance agency and an affiliate of Amegy Bank N.A.   

Investment and insurance products offered are NOT insured by the FDIC or any other governmental agency, are NOT deposits or other obligations of, or guaranteed by Amegy Bank N.A., its affiliates, or any other bank, and MAY be subject to investment risks, including the possible loss of principal value or amount invested.