Texas Capital Bank Client Support will be closed for Columbus Day on Monday, October 12, 2026. We will be back to our normal 8:00 AM to 6:00 PM support hours on Tuesday, October 13, 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.

What We Do

Private banking services shaped around your goals, your values and your legacy. 

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What We Do

Private banking services shaped around your goals, your values and your legacy. 

Begin A Conversation

The Full Strength of Texas Capital, Working for You

Complex wealth requires more than expertise in individual disciplines. It requires coordination, perspective and an advisory structure designed to see the full picture. Our model is built around one consistent advisory relationship, supported by integrated capabilities across the firm. This structure is designed to help clients navigate interconnected decisions with clarity, continuity and long‑term perspective. 

Our Advisory Framework: Every relationship at Texas Capital Private Bank is guided by three core principles, each designed to ensure wealth is managed in context, not in parts. 

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Structure

Organizing wealth across entities, ownership and assets, so the full financial position is visible, intentional and aligned to your goals. 

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Decisions

Guiding how capital is deployed, preserved and repositioned, informed by a comprehensive view of investments, liquidity, risk and timing. 

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Continuity

Supporting the endurance of wealth through deliberate planning, generational transfer and disciplined stewardship across periods of change.

Every financial decision connected. Every objective considered. 

The clients we serve carry real financial complexity. A business with ownership that must evolve. An estate spanning generations. Investments that must be tax‑efficient, not just return‑driven. Banking and credit needs that should move at the pace of life.

What this complexity requires is not more advisors. It requires better coordination. When investment strategy, estate planning, banking and lending are managed in isolation, the gaps between them are where value quietly erodes. Our role is to close those gaps.

At Texas Capital Private Bank, every discipline is coordinated through a single advisory relationship that considers the complete picture. Your Private Client Advisor, supported by a dedicated team of specialists, ensures decisions made in one area reinforce what is being built across the others. 

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Our Services

Each discipline is led by experienced specialists and coordinated deliberately so decisions across your financial life reinforce one another rather than compete for priority.
    Investment Management

    Investment Management

    Investment management is most effective when it reflects the full context of a client’s financial position.

    Our approach incorporates objectives, risk considerations, tax awareness and time horizon into portfolios designed to function as part of a broader system. Transparency and discipline guide how strategies are constructed, evaluated and adjusted over time.

    Where complexity exists — including concentrated positions, liquidity events or multi‑asset exposure — investment decisions are coordinated alongside estate planning, banking and lending considerations.

    Portfolio management, applied in context. 

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    Trust & Estate Planning

    Trust & Estate Planning

    Enduring wealth requires structure, foresight and disciplined execution.

    Our Trust and Estate Advisors work collaboratively with legal counsel to support the establishment, administration and long‑term evolution of trusts, estates and ownership structures. Planning is approached as an ongoing responsibility, informed by tax considerations, family objectives and generational intent. 

    Continuity is the objective. Precision is the discipline. 

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    Wealth Advisory

    Wealth Advisory

    Wealth advisory is the strategic foundation of the relationship, focused on defining priorities, evaluating trade‑offs and establishing decision frameworks across complex financial lives.

    This discipline brings structure to questions of direction: how capital should be allocated, when liquidity should be preserved or deployed, how competing objectives are balanced and how decisions today affect optionality over time.
    Rather than producing isolated recommendations, Wealth advisory informs how decisions are made — providing perspective and judgment before execution across investments, estate planning, banking or lending.

    Strategy first. Execution follows.  

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    Private Banking

    Private Banking

    Private banking is defined by discretion, access and accountability.

    Clients work directly with a dedicated banker who understands the full financial context and manages daily banking needs with efficiency and care. Cash management, account structuring and time‑sensitive requests are executed without unnecessary layers or repetition.

    Operational simplicity, delivered with institutional rigor.

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    Insurance Services

    Insurance Services

    Insurance, at this level, plays a strategic role rather than a transactional one.

    Coverage is evaluated within the context of the broader financial structure — supporting asset protection, estate planning and risk management objectives as wealth grows in scale and complexity. The emphasis is on alignment, efficiency and relevance rather than product selection.

    Designed to be effective, not intrusive.   

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    Lending & Deposits

    Lending & Deposits

    Access to capital is a strategic consideration, not a standardized transaction.

    Lending solutions, deposit strategies and liquidity structures are designed around the balance sheet, objectives and timing needs of each client. Securities‑based lending, real estate financing and custom credit arrangements are evaluated in relation to the broader financial system.

    Capital decisions, applied deliberately.  

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    Family Office

    For families managing significant, multigenerational wealth — where coordination across businesses, trusts, investments and governance is essential — Texas Capital Private Bank serves as an integrated advisory hub, working alongside your existing counsel to bring structure, oversight and long-term discipline to the full scope of your family’s financial life. 

    Explore Family Office Services

    Our job is not to manage a portfolio. It is to understand a life — and to align every financial decision to what that life is trying to accomplish. 

    Steve Orr

    Managing Director, Chief Investment Officer | Texas Capital Private Bank

    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 & Insights

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

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    Investment Banking

    Our Investment Bank brings additional depth in strategic advisory, capital markets, and transactions, ensuring your broader financial needs are addressed within one coordinated relationship. 

    Learn More
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    Commercial Banking

    Beyond private banking, our Commercial Bank extends a full range of capabilities, ensuring your needs are met through one coordinated relationship

    Learn More
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    Insights

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

    Explore Insights

    A Disciplined Way of Working

    How advice is structured matters. When decisions must work together over time, an institutional advisory approach makes the difference. We invite a conversation to explore how this approach aligns with your priorities. 

    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: TCBI