 From estate planning and administration to opening an IRA, we will customize an investment strategy that meets your needs and objectives. There is much to consider when planning for your long-term future. Here, you'll find in-depth analysis on the many options Texas Gulf Bank, N.A. offers on these complex subjects.
Complimentary Consultation
Don't let another day go by - let us help you plan for your future beginning today. Schedule a complimentary consultation with one of our experienced wealth management officers, and we will explain and advise you in regard to how we can tailor our wealth management services to meet your financial needs and goals.
Agency Accounts
Through an agency account, Texas Gulf Bank's Wealth Management Department acts as your personal agent in developing a financial and investment strategy for you. Once we have developed the strategy and agreed upon an appropriate asset allocation to match, we will invest your funds accordingly. Dividend collection and bill payment services are also available to our agency account customers.
Estate Planning
Complete estate planning services are available through our Wealth Managment Department. We work as a team with you, your attorney and your accountant to develop and implement an estate plan that best serves your heirs. A trust officer will assist in determining the best estate plan for you, and work to carry out the plan based on your net worth and financial needs.
Estates, Wills and Probate
Texas Gulf Bank can serve as Executor or Co-executor for your estate. We can also assist when a third, impartial party is needed to help settle or probate an estate.
Individual Retirement Accounts (IRAs)
We offer both Trustee and Self-Directed IRAs. Self-Directed IRAs are managed by you, whereas Trustee IRAs are managed by a Texas Gulf Bank wealth management officer. You have the option to roll over your IRA when you retire and want to transfer your pension/benefit plan from a company plan. You can also transfer your IRA from another bank. After the transfer, you can choose to make the IRA either Self-directed or Trustee-managed.
Trusts
Our wealth management officers can consult with your attorney and accountant to help you set up a trust to provide income for you or another beneficiary. Some examples of beneficiaries for your trust include charitable organizations, children or grandchildren.
Notice:
• Investments include non-deposit investment products which are not
bank deposits
• Not FDIC insured
• Not insured by any federal government agency
• Not guaranteed by the bank
• May decrease in value
Questions? See the Wealth Management FAQs or contact us.
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