Fiduciary and Trust Services

Solutions to help preserve, protect and transfer your assets.

Create a personal legacy

Our fiduciary services team offers a range of trust and investment management services for high net-worth individuals, families and business owners. We work to create customized strategies designed to preserve and grow your wealth with a commitment to carry on your legacy.

TRUST AND ESTATE

What is your wealth worth?

You want to provide for your family’s future and protect what you’ve spent a lifetime building. Now you can with a holistic approach and comprehensive services tailored to your needs. Meet the team who understands your complexities and can assist with creating a personalized legacy.
Choose Amegy Bank Wealth Management for:
  • Trust Administration services including Co-Trustee or Agent for an Individual Trustee representation 
  • Trust and estate planning professionals who understand regulatory, legal and tax implications of trusts and estate planning 
  • Comprehensive, personalized fiduciary investment management and administrative services 
  • Access to unique asset management such as real estate and oil/gas 
  • Executor, Coexecutor and Agent for Executor representation providing estate administration services 
  • Philanthropic services including investment and services for nonprofit organizations, foundations and charitable trusts

Benefit from your relationship with Amegy Bank Wealth Management

Build More Wealth

Do more than simply store away money. Put a plan in place to make informed decisions and sharpen the wealth-building process. Roadmap your financial future with Amegy Bank Wealth Management.

Feel More Confident about Retirement

You’ve spent a lifetime building your wealth, take the time to plan for what’s next.

Tax Efficiency

An effective wealth management strategy incorporates extensive legal and financial know-how, resulting in careful tax planning. Put our extensive experience to work for you.

Independent Advice

Our advice is customized to your specific needs and goals. We do not produce proprietary products which allows us to focus on our primary goal - offering you objective advice.

Get started with an advisor today.

Meet with a Wealth Management Advisor in person, online, or by phone.


Market Insights

INSIGHT
Fall 2023 Market Outlook

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Trust & fiduciary investment services are provided through Wealth & Fiduciary Services within Wealth Management, a division of Zions Bancorporation, N.A. Investment products and services are NOT insured by the FDIC or any federal or state governmental agency, are NOT deposits or other obligations of, or guaranteed by, Zions Bancorporation or its affiliates, and MAY be subject to investment risks, including the possible loss of principal value or amount invested. Amegy Bank, California Bank & Trust, The Commerce Bank of Oregon, The Commerce Bank of Washington, National Bank of Arizona, Nevada State Bank, Vectra Bank Colorado, Zions Bank are divisions of Zions Bancorporation, N.A.

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You're about to leave Amegy Bank's website and be directed to a website that is not affiliated with Zions Bancorporation, N.A. dba Amegy Bank and may have a different privacy policy and level of security. Zions Bancorporation, N.A. is not responsible for, and does not endorse or guarantee, the privacy policy, security, accuracy, or performance of the third party’s website, or the information, products, or services that are expressed or offered on that website.

Warning: you’re about to leave!

You're about to leave Amegy Bank's website and be directed to a website that is not affiliated with Zions Bancorporation, N.A. dba Amegy Bank and may have a different privacy policy and level of security. Zions Bancorporation, N.A. is not responsible for, and does not endorse or guarantee, the privacy policy, security, accuracy, or performance of the third party’s website, or the information, products, or services that are expressed or offered on that website.

Warning: you’re about to leave!

You're about to leave Amegy Bank's website and be directed to a website that is not affiliated with Zions Bancorporation, N.A. dba Amegy Bank and may have a different privacy policy and level of security. Zions Bancorporation, N.A. is not responsible for, and does not endorse or guarantee, the privacy policy, security, accuracy, or performance of the third party’s website, or the information, products, or services that are expressed or offered on that website.