Private Wealth

Estate Planning

We look after your interests as you would. Make a plan and we'll help carry on your legacy.

Grandpa hugging his grandkids confident about his retirement and estate gameplan through BOK.

Planning Ahead Requires the Right Partner

Are you considering a trust or thinking of establishing a private foundation? At Bank of Texas, we provide both trust administration and estate administration. Our professionals will work closely with you to reduce transaction expenses and minimize uncertainties for your beneficiaries.

Personal Trust

This long-range financial planning tool protects your assets. Avoid probate and save on estate taxes. Help protect your assets during your lifetime and provide future financial security for your beneficiaries.

Let's Talk

We look forward to helping you protect and manage your wealth. Give us a call and we will contact you.

Private Banking
Austin: 512-527-6824
Dallas: 214-346-3911
Fort Worth: 817-348-5775
Houston: 713-357-2256
North Dallas: 214-346-3955
San Antonio: 210-568-7690

Family Office Services
214-525-7696

Fiduciary Services
Austin: 512-527-6826
Dallas: 214-525-7696
Fort Worth: 817-302-4952
Houston: 713-357-2257
North Dallas: 214-346-3973
San Antonio: 210-568-7687

Mineral Management
918-779-6616

Investments
Austin: 512-527-6824
Dallas: 972-892-9959
Fort Worth: 817-348-5773
Houston: 713-260-5637
North Dallas: 972-378-7304
San Antonio: 210-568-7687

Real Estate Services
918-779-6611

Financial Planning
Austin: 512-527-6826
Dallas: 972-892-9959
Fort Worth: 817-348-5773
Houston: 713-260-5637
North Dallas: 972-378-7304
San Antonio: 210-568-7687

Additional Contact Information