Trust Administration

Integrating advice and providing comprehensive solutions

A trust can be a valuable tool for protecting and transferring your assets. Trusts allow ease and flexibility in how you use and distribute 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 and keeping your financial matters private.

With an average of 25+ years of experience, our Personal Trust Team manages the administration of trusts, including Living Trusts, Testamentary Trusts, Revocable Trusts and Irrevocable Trusts.We partner with you and your legal and tax advisors to integrate advice and provide comprehensive solutions. 

 

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.