Specialized Services
Wealth management isn't one thing. It's everything.
Customized Solutions for Managing Your Wealth
There's no one-size-fits-all strategy for managing wealth. At Bank of Texas Private Wealth, we know your long-term goals are more than abstract dollar amounts. They're dreams and ambitions for your family, your business and your legacy. That's why we offer extensive services and solutions to help you protect and manage your wealth.
A Wide Range of Personalized Services
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Business services
We can provide you with in-depth advice and guidance, as well as a number of tools to help you manage your business as it grows. And when the time comes, we can assist you with business succession planning, as well.
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Retirement planning
Our experienced professionals can help you navigate the road to retirement. They will help you uncover long-term strategies designed to help meet your unique retirement goals.
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Estate planning
Are you looking for help administering your trust? Thinking of establishing a private foundation? Our professionals will work closely with you to help reduce transaction expenses and help minimize uncertainties for your beneficiaries.
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Mineral and real estate management
We benefit our clients by handling the complex and time-consuming responsibilities associated with specialty asset management. Our experience includes institutional and trust management of oil, gas, and real estate, for commercial, residential, urban, farm and ranch, mineral and working interest properties.
Let's Talk
We look forward to helping you protect and manage your wealth. Give us a call, or complete the form 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: 210-568-7697
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: 210-568-7697
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: 210-568-7697
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: 210-568-7697
Mineral Management
918-779-6616
Real Estate Services
918-779-6611