Trust Services

Our Fiduciary Services Team is dedicated to the management of trusts and estates as well as other family wealth entities. As a Trustee/Executor or Agent for Trustee/Executor, we work with our clients to preserve and protect their assets utilizing efficient methods of transfer and assisting them in creating a personalized legacy.

 

 

Services Provided

  • Trust Administration services including serving as a Corporate Trustee, Cotrustee or as an Agent for an Individual Trustee
  • Trust and estate planning expertise with professionals who understand the regulatory, legal and tax implications of trusts and estate planning
  • A holistic approach to estate planning with the client’s advisory team to understand the goals and solutions for an overall financial strategy
  • Comprehensive fiduciary investment management and administrative services tailored to the needs of the client
  • Access to unique asset management such as real estate and oil/gas
  • Executor, Coexecutor and Agent for Executor services as part of the estate administration services
  • Philanthropic services including investment and services for nonprofit organizations, foundations and charitable trusts

 

 

Discover just how much more your wealth is worth with Amegy Bank Wealth Management. For additional information call:

 

Dallas-Fort Worth: 214-754-6155

Houston: 713-232-1301

Central Texas: 210-343-4556