Texas Capital Bank Client Support will be closed for Veterans Day on Wednesday, November 11, 2026. We will be back to our normal 8:00 AM to 6:00 PM support hours on Thursday, November 12, 2026.

We will be making updates to our website from 8:00 p.m. CST to 11:00 p.m. CST on 10/29. During this time, the website may experience some interruptions of functionality or be unavailable.

Empowering Your Wealth. Your Vision. Your Legacy.

Clarity, coordination and disciplined execution applied with precision across every decision you make.  

Begin a conversation

Empowering Your Wealth. Your Vision. Your Legacy.

Clarity, coordination and disciplined execution applied with precision across every decision you make.  

Begin a conversation

Texas Capital Private Bank delivers full-service capabilities through a senior advisory team.

When your wealth spans a business, a family, a portfolio and a legacy, every decision must be made with full context. 

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Wealth and Portfolio Management

Portfolios built in context, aligned to your broader financial position and managed with discipline across changing market conditions. 

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Trust, Estate and Wealth Planning

Planning structured for continuity, reflecting your family, priorities and long-term goals across generations. 

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Private Banking and Credit Solutions

Liquidity and capital structured with precision, supporting opportunities, obligations and decisions requiring speed, flexibility and control. 

Who we serve

Our clients have built, led and managed across businesses, investments, families and legacies. They are entrepreneurs operating and scaling companies, executives and high-earners with established or growing personal wealth and professionals whose personal and business finances are deeply connected. Many are guiding wealth across generations or navigating pivotal moments — a business sale, equity diversification, a liquidity event or a transition that reshapes everything.   

Entrepreneurs and Business Builders

You've built significant enterprise value. Your personal wealth and business are intertwined. You need advisors who understand both.  

Executives and High Earners

Your wealth is concentrated in equity and incentive plans. You're navigating tax strategy, diversification and long-term transfer.   

Families and Multi-Generational Wealth

Your wealth represents decades of building. You're thinking about legacy and intentional transfer across generations with stewardship.  

At Texas Capital, the standard we set for ourselves is reflected in every detail of how we serve. Our clients expect rigor, precision and consistency — and we bring that level of discipline to every decision, every interaction and every outcome. That’s how trust is built and how complex wealth is managed with clarity.

Jay Clingman

Managing Director, Head of Private Bank and Family Office | Texas Capital Private Bank

Featured Private Banking Capabilities

The decisions that shape your wealth rarely fit into one category. Full-service coordination across investments, estate, banking and business to help ensure every decision strengthens your legacy. 

    Wealth Advisory

    Your wealth represents decades of building, decisions made, values held and a future you're stewarding for those who follow. We understand the weight of that responsibility. We coordinate across your investments, your business interests, your estate and your banking — ensuring every decision serves your long-term strategy, not just today's opportunity. Whether you're navigating concentrated positions, building a multigenerational plan or preparing for a transition that reshapes everything, we bring the institutional depth and discipline to see how each element affects the whole.  

     

    Trust and Estate Planning

    The wealth you have built carries responsibilities, to your family, your legacy and the generations who will follow. Our trust and estate specialists work alongside your legal and tax counsel to support both the planning and administration required to preserve and transfer wealth effectively. From trust administration and estate settlement to establishing new structures or refining plans shaped over decades, we bring experience, care and long-term perspective. Your legacy is a responsibility we take seriously.  

     

    Business Succession

    The transition of a business built over years is among the most consequential decisions you'll make. Our advisors work with business owners across the full ownership lifecycle — from governance and structuring through exit planning, sale preparation and the coordination of post-transaction wealth. We bring experience and long-term judgment to decisions that shape outcomes well before the closing table. Our engagement doesn't end at transaction — it continues as your priorities evolve and your capital redeploys.  

     

    Liquidity Management

    Private banking operates most effectively when it's fully informed by your broader financial context — your balance sheet, your preferences, your standing instructions and the priorities that require attention. Your banker maintains a clear understanding of how you operate, ensuring that day-to-day decisions are handled with precision and time-sensitive matters are addressed without delay. Activity is coordinated with full awareness of your financial architecture — so every action reinforces your broader plan. 

     

    Lending and Deposits

    Access to capital, structured with judgment and precision. Our lending and deposit solutions are designed around your assets, your objectives and the opportunities or obligations that require capital at a given moment. Whether through securities-based credit, real estate financing or custom credit structures, we move with the precision and discipline your situation demands.

    Capital, when you need it, on terms that reflect the sophistication of the relationship.  

     

    Family Office

    Family office needs extend beyond investment management into the coordination of complex, multigenerational wealth. Our team works alongside your existing advisors to bring specialized expertise — in investments, estates, governance and administration. We provide the experience and discipline required to manage complexity at this level, ensuring every element of your financial life is aligned with your long-term objectives and family intentions. 

     

    Philanthropy

    Private banking operates most effectively when it's fully informed by your broader financial context—your balance sheet, your preferences, your standing instructions, and the priorities that require attention. Your banker maintains a clear understanding of how you operate, ensuring that day-to-day decisions are handled with precision and time-sensitive matters are addressed without delay. Activity is coordinated with full awareness of your financial architecture—so every action reinforces your broader plan. 

    For more than 25 years, Texas Capital has delivered highly personalized financial services to businesses, individuals and families with unique and inspiring goals for their charitable giving. The Texas Capital Charitable Gift Fund is a donor advised fund program that can enable the greatest impact for your preferred charitable causes on a timeline of your choosing.

    The transfer of assets to the Texas Capital Charitable Gift Fund is an irrevocable contribution that can qualify for an immediate tax deduction (up to IRS limits). Cash and proceeds resulting from the sale of the assets transferred are held in a donor advised fund to be invested and managed by your investment advisor at Texas Capital Bank Private Wealth Advisors. You serve as the fund’s donor advisor, recommending grants to your preferred charities. All grant recommendations are subject to approval by the program's sponsor, Renaissance Charitable Foundation, Inc. ("RCF"). 

     

    Find Your Solution

    Our Advisors

    Our advisors bring the experience, judgment and long‑term commitment complex wealth requires. Meet the team behind the relationships we build. 

    Meet Our Team

    Our Locations

    A Texas presence built for consistency, discretion and long‑term relationships. 

    View All Offices

    Perspective and Insights

    Perspectives on the decisions that matter most to high-net-worth individuals and families. 

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    Tax Guide

    2026 rates, deductions and deadlines — everything you need to stay tax-efficient.

    Download Guide
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    Year End Guide

    Maximize retirement accounts, offset gains and minimize tax liability before year-end.

    Learn More
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    Insights

    Learn what our analysts and strategists recommend to help achieve financial success.   

    Explore Insights

    Decisions Shape Legacies

    Legacy isn't built in a day. It's built through coordinated decisions across decades. Your next move starts here. 

    Begin A Conversation

    Texas Capital Private Bank™ refers to the wealth management services offered by the bank and non-bank entities comprising the Texas Capital brand, including Texas Capital Bank Private Wealth Advisors (PWA). Nothing herein is intended to constitute an offer to sell or buy, or a solicitation of an offer to sell or buy securities.

    Investing is subject to a high degree of investment risk, including the possible loss of the entire amount of an investment. You should carefully read and review all information provided by PWA, including PWA’s Form ADV, Part 2A brochure and all supplements thereto, before making an investment.

    Neither PWA, the Bank nor any of their respective employees provides tax or legal advice. Nothing contained on this website (including any attachments) is intended as tax or legal advice for any recipient, nor should it be relied on as such. Taxpayers should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor or legal counsel. The wealth strategy team at PWA can work with your attorney to facilitate the desired structure of your estate plan. The information contained on this website is not a complete summary or statement of all available data necessary for making an investment decision, and does not constitute a recommendation. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of the authors and not necessarily those of PWA or the Bank.

    ©2026 Texas Capital Bank Wealth Management Services, Inc., a wholly owned subsidiary of Texas Capital Bank. All rights reserved.

    Texas Capital Bank Private Wealth Advisors and the Texas Capital Bank Private Wealth Advisors logo are trademarks of Texas Capital Bancshares, Inc., and Texas Capital Bank.

    www.texascapitalbank.com  TXSE: TXCP

     

    Texas Capital<br>Private Bank

    Get the innovative solutions you need with the personalized service you've earned. 

    Speak with An Advisor

    Texas Capital<br>Private Bank

    Get the innovative solutions you need with the personalized service you've earned. 

    Speak with An Advisor

    A simple solution for your <br> complex financial life.

    Texas Capital Private Bank

    Texas Capital<br>Private Bank

    Get the innovative solutions you need with the personalized service you've earned. 

    Speak with An Advisor

    Texas Capital<br>Private Bank

    Get the innovative solutions you need with the personalized service you've earned. 

    Speak with An Advisor

    The Benefits of Working With Us

    Our team of Private Client Advisors delivers the tools and personal
    touch you need as you build and maintain your legacy.

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    The Right Strategies for You

    Our advanced solutions offer support that can help grow and protect your assets.

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    Texas-based Expertise

    When you invest with us, your hard-earned money helps to grow the economy of Texas and enrich our communities.

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    Personalized Service

    We’re invested in your success and here to provide the personal attention you deserve.

    Nationwide ATM Access

    Simplify your spending, maximize control and access more than 55,000 surcharge-free1 ATMs with the Texas Capital debit card. 

    Tax Guide

    Get prepared for tax season with Texas Capital's 2024 tax guide.  

    Get Tax Guide

    Read More

    Tax Guide

    Get prepared for tax season with Texas Capital's 2024 tax guide.  

    Get Tax Guide

    <h3>From wealth and estate planning to banking solutions, our comprehensive offerings meet your needs while building your legacy.</h3>

      Texas Capital Private Bank

      You deserve an advisory team that’s committed to helping you manage — and grow — your assets. That’s why Texas Capital Private Bank promises true collaboration and unwavering commitment as you build your legacy.

      Led by a dedicated Private Client Advisor, our comprehensive team will provide expert advisory services. You’ll also have access to:

      • Comprehensive financial planning
      • Wealth transfer, business succession and charitable giving strategies
      • The support of experienced trust specialists and estate settlement experts
      • Convenient access to more than 55,000+ surcharge‑free ATMs with your Texas Capital debit card.   

      A Team Approach

      The team at Texas Capital Private Bank collaborates to manage your entire balance sheet, including investment management, personal banking, custom credit and investment management, as well as estate and financial planning needs. 

      A New Standard in Wealth Management  

      Texas Capital is redefining private banking through strategic investments designed to deliver a client experience as sophisticated as those we serve. With personalized strategies, expert advisory teams and a cutting-edge digital platform, we empower individuals and families to grow, protect and preserve wealth — on their terms. Watch the video to discover this new standard in private banking. 

      Contact Our Experts

      Your Partner in Philanthropy

      For more than 25 years, Texas Capital has delivered highly personalized financial services to businesses, individuals and families who have unique and inspiring goals for their philanthropic giving. The Texas Capital Charitable Gift Fund is a strategic platform that enables the greatest impact for your preferred charitable causes on a timeline of your choosing.
       
      The transfer of assets to the Texas Capital Charitable Gift Fund is an irrevocable contribution that qualifies for an immediate tax deduction. Cash proceeds resulting from the sale of the assets transferred are held as a separate account or fund to be invested and managed by your investment advisor at Texas Capital Bank. You serve as the fund’s “donor advisor,” recommending grants to your preferred charities.

      Learn More

      Wealth Management Services

      Helping you achieve your financial success.

        Investment Management

        We strive to create simple, efficient and transparent portfolios focused on your goals and values. Our advisors work with you to improve your portfolio’s performance with a focus on returns at the lowest risk and cost.

        Speak with an advisor

         

        Financial Planning

        As you navigate new life stages, financial planning should be an ongoing conversation. Our experienced Private Bank team will work with you, your family and outside advisors to understand your goals and help you achieve your vision for the future.  

        Speak with an advisor

         

        Insurance Solutions

        We’ll collaborate with you to find the proper insurance coverage, amount and provider so you can protect yourself, your family and your legacy. 

        Speak with an advisor 

         

        Securities-based Lending

        Using cash and marketable securities managed by Texas Capital Private Bank as collateral, securities-based lines of credit provide you with a way to:

        • Benefit from some of Texas Capital’s lowest interest rates
        • Get advance rates based on the type of cash or marketable securities pledged
        • Access lines of credit within 72 hours of your application 

        Speak with an advisor

         

        Custom Credit Services

        We offer a suite of personalized solutions, including secured term loans and revolving lines of credit. 

        Speak with an advisor

         

        Estate Planning

        As you move through life, wealth planning should be a recurring conversation that evolves and adapts — not something that just happens once. Ongoing wealth strategy and financial planning ensures your plan works for you, and we’ll collaborate with you, your family and your outside advisors to keep it and its implementation up to date. 

        Speak with an advisor

         

        Business Succession

        Transferring business ownership to family can be a meaningful way to build a lasting legacy. Whether the transfer occurs during the owner’s life or after death, our team can help you navigate key considerations before documenting a plan. 

        Speak with an advisor

         

        Philanthropic Services

        Nonprofits, endowments and foundations are increasingly recognizing the value of using outside resources to meet their goals. Our experienced advisors will partner with your organization to provide a comprehensive range of services specially designed to further your mission. 

        Speak with an advisor

         

        Trustee and Executor Services

        You’ve worked hard to build your wealth and establish your legacy. Our team of experts can manage your trusts and estates in a variety of roles, including sole trustee, co-trustee, agency for trustee, executor, co-executor or agency for executor. We serve as a fiduciary in a variety of structures, including: 

        • Revocable and irrevocable trusts
        • Marital trusts
        • Generation-skipping transfer trusts
        • Grantor retained annuity trusts
        • Charitable trusts
        • Estate settlement
        • Bypass trusts
        • Dynasty trusts
        • Probate estates

        Speak with an advisor

         

        Depository Services

        To help you build the future you deserve and meet your evolving financial needs, we offer our Star Reserve Checking account.

        We also offer:

        • Star Savings 
        • Star Reserve Money Market
        • Star Certificates of Deposit

        Speak with an advisor

         

        Family Office Services

        As a Family Office client of Texas Capital Private Bank, you'll have access to an experienced team of subject matter experts who bring in additional insights and solutions as your needs change. We understand your unique needs and desires, and we will partner with you to maximize your wealth and focus on what matters most to you.  

        Speak with an advisor

         

        Retirement Solutions

        Our Retirement Plan Services team provides comprehensive solutions, using a results-driven approach and industry expertise to help you navigate the complexities of managing a retirement plan. Our mission is to ensure fiduciary and regulatory compliance, optimize plan design, manage costs and improve participant outcomes. Texas Capital partners with you to set new standards of excellence.  

        Speak with an advisor

         

        Find solutions for where you are and where you're going.

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        PERSONAL BANKING

        Banking with us means you’re more than just an account number. We work with you to build a relationship, so you can build your legacy.

        EXPLORE PERSONAL BANKING
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        COMMERCIAL BANKING

        Innovation and entrepreneurship make up our Texas DNA. We’re rooted in the Lone Star State so we can help businesses big and small thrive, no matter their industry.

        Learn More
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        FAQs

        Explore these frequently asked questions for more information about Texas Capital Bank and how our team of experts can help you achieve your financial goals and unlock new financial heights.

        SEE ALL

         

        Texas Capital Private Bank™ refers to the wealth management services offered by the bank and non-bank entities comprising the Texas Capital brand, including Texas Capital Bank Private Wealth Advisors (PWA). Nothing herein is intended to constitute an offer to sell or buy, or a solicitation of an offer to sell or buy securities.

        Investing is subject to a high degree of investment risk, including the possible loss of the entire amount of an investment. You should carefully read and review all information provided by PWA, including PWA’s Form ADV, Part 2A brochure and all supplements thereto, before making an investment.

        Neither PWA, the Bank nor any of their respective employees provides tax or legal advice. Nothing contained on this website (including any attachments) is intended as tax or legal advice for any recipient, nor should it be relied on as such. Taxpayers should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor or legal counsel. The wealth strategy team at PWA can work with your attorney to facilitate the desired structure of your estate plan. The information contained on this website is not a complete summary or statement of all available data necessary for making an investment decision, and does not constitute a recommendation. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of the authors and not necessarily those of PWA or the Bank.

        ©2026 Texas Capital Bank Wealth Management Services, Inc., a wholly owned subsidiary of Texas Capital Bank. All rights reserved.

        Texas Capital Bank Private Wealth Advisors and the Texas Capital Bank Private Wealth Advisors logo are trademarks of Texas Capital Bancshares, Inc., and Texas Capital Bank.

        www.texascapitalbank.com  TXSE: TXCP

        1Surcharge-free guarantee – Texas Capital Bank guarantees you will not pay a surcharge at any Allpoint® ATM. Some locations may have more than one ATM, not all of which are part of the Allpoint® Network. Check the ATM for the Allpoint® logo to ensure it's the right one. If you ever have a surcharge from an Allpoint® ATM, contact us at 1.877.839.2265 or [email protected] and we will refund the surcharge while we check into the error. Please note: If you're prompted to accept a surcharge, press "yes" to accept and proceed with your withdrawal. You will not be charged or we will refund your fee.