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Trust and asset management services are critical for managing wealth and improving the financial security of your family or business. Wealth Management & Trust offers sophisticated yet prudent advice as you plan for building, preserving and transferring wealth.
Our specialists guide you through financial decisions at every stage of your life and business as you build, preserve, and ultimately transfer your wealth. It's never too early to lay the groundwork for your financial future and security.
Wealth Management & Trust provides individuals, businesses and public entities personal trust, corporate trust, investment management and employee benefit plan administration services including:
Whether you're an individual or a business owner, you can count on us to be a knowledgeable, trustworthy financial partner.
PlainsCapital's wealth management experts are your trusted advisors for creating Trusts Under Will and Living and Revocable Trusts. By establishing a trust, you can ensure that your estate is managed according to your instructions and that your beneficiaries are provided for as you intended.
Trusts Under Will provide a flexible means of distributing your assets while alleviating the administrative responsibilities of family members. And, under current estate tax laws, trusts are also an effective way of reducing the tax burden on your estate thereby ensuring preservation of your assets.
Living and Revocable Trusts allow you to plan how your assets will be managed in the event you are unable to manage your resources directly because of illness or disability.
To learn more about Wealth Management & Trust services call:
Austin 512-469-5204
Dallas 214-252-4100
Fort Worth 817-258-3756
Lubbock 806-791-7330