FAMILY OFFICE
............Tailored Solutions for
Your Family Office
We understand the complex and interrelated financial needs of ultra-high-net-worth individuals, families, and foundations. The Private Bank’s Family Office services provide the integrated and comprehensive support of a shared network of financial professionals to address the full scope of your family’s financial life.
As one of Texas’ leading financial institutions, we have decades of experience administering large estates with complex holdings. Working closely with teams of legal, investment, insurance and tax professionals, we tailor our services to fit your family’s unique circumstances.
Our Family Office
Services Includes:
- Investment management
- Custody, reporting, and administration
- Wealth and succession planning
- Family philanthropy and governance
Contact Us
For more information, email us below or call to talk to a specialist in your area:
Austin
Dallas
Fort Worth
Houston
Lubbock
McAllen