Expand Your Estate Planning Offerings With A Partner Who Knows Trusts
EXPAND YOUR ESTATE PLANNING OFFERINGS WITH A PARTNER WHO KNOWS TRUSTS
Clients naturally look to their attorneys and CPAs as trusted advisors and, as such, often initiate financial planning discussions specific to trusts and estate planning. One way to increase the scope of your practice and deepen the value of your client relationships is to engage a strategic partner that is focused on supporting and extending your wealth management capabilities.
Ways Texas Gulf Bank can assist your client with Estate Planning:
Design and implement tailored strategies to protect, preserve and optimize your client’s legacies through an Estate Plan.
Our wealth management officers will consult with your firm to help set up a trust to provide income for your client or another beneficiary. Through an agency account, Texas Gulf Bank’s Wealth Management Department can act as your client’s personal agent in developing a financial and investment strategy for them. Once we have developed the strategy and agreed upon an appropriate asset allocation to match, we will invest your client’s funds accordingly. Dividend collection and bill payment services are also available for your agency account clients.
Serve as Executor or Co-executor for your client’s estate. We can also assist when an impartial third-party is needed to help settle or probate an estate.
When appointed to serve as agent for trustee, Texas Gulf Bank can help simplify a client’s role as trustee and help fulfill the numerous administrative requirements of a trust. While being named as trustee is an honor, it is also a complex and demanding responsibility for your clients. Our wealth management officers are equipped to handle tasks associated with administering your client’s trust and carrying out your client’s instructions, while the client retains overall responsibility for the trust.
The role of our Wealth Management Team at Texas Gulf Bank is to support you and your firm in building strong, lasting relationships with your clients based on our insightful advice, attentive service, personal approach – and by expertly accommodating your clients’ expanding needs. Our Estate Planning offerings serve as an extension of your services, providing your clients a fully integrated approach to financial planning.
Interested in learning more? Contact our Wealth Management Department at 713-595-7432.
Wealth Management Department 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