FAMILY OFFICE

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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 <br /> Services Includes:

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

Other Private Bank Solutions

Private & Executive Lending

Personalized solutions for all your borrowing needs.

Oil & Gas Management

Expert guidance and administration services for all levels of oil and gas asset management.

Investment Management

Reliable strateigies for protecting and growing your wealth, built on decades of experience.

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