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.

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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.  

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

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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

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

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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.

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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.

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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.

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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

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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 Money Market
• Star Certificates of Deposit

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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. 

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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.   

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