Texas Capital<br>Wealth Management
Get the innovative solutions you need with the personalized service you’ve earned.
Texas Capital<br>Wealth Management
Get the innovative solutions you need with the personalized service you’ve earned.
Texas Capital
Wealth Management
Get the innovative solutions you need with the personalized service you’ve earned.
Texas Capital Private Banking
Get the innovative solutions you need with personalized service you’ve earned.
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.
The Right Strategies for You
Our advanced solutions offer support that can help grow and protect your assets.
Texas-based Expertise
When you invest with us, your hard-earned money helps to grow the economy of Texas and enrich our communities.
Personalized Service
We’re invested in your success and here to provide the personal attention you deserve.
Tax Guide
Get prepared for tax season with Texas Capital’s 2024 tax guide.
Tax Guide
Get prepared for tax season with Texas Capital’s 2024 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 Wealth
You deserve an advisory team that’s committed to helping you manage — and grow — your assets. That’s why Texas Capital Private Wealth 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
A Team Approach
The team at Texas Capital Bank Private Wealth Advisors collaborates with you to manage your entire balance sheet, including investment management, personal banking, custom credit and investment management, as well as estate and financial planning needs.
Your Partner in Philanthropy
For more than 25 years, Texas Capital Bank 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.
Find Your Local Advisors <br>
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.
Financial Planning
As you navigate new life stages, financial planning should be an ongoing conversation. Our experienced Private Wealth Advisors will work with you, your family and outside advisors to understand your goals and help you achieve your vision for the future.
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.
Securities-based Lending
Using cash and marketable securities held with Texas Capital Private Wealth 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
Custom Credit Services
We offer a suite of personalized solutions, including secured term loans and revolving lines of credit.
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.
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.
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.
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
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 Money Market
- Star Certificates of Deposit
Family Office Services
As a Family Office client of Texas Capital 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.
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.
Find solutions for where you are and where you’re going.
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Private Banking is provided by Texas Capital Bank (the “Bank”). Advisory services are offered through Texas Capital Bank Wealth Management Services, Inc. d/b/a Texas Capital Bank Private Wealth Advisors (“PWA”), a wholly owned subsidiary of the Bank and an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Brokerage services are offered through Kingswood Capital Partners, LLC (“Kingswood”), Member FINRA/SIPC. Texas Capital Bank Private Wealth Advisors and Texas Capital Bank are not registered broker/dealers and are independent of Kingswood. Investments and insurance products are not insured by Bank insurance, the FDIC or any other government agency; are not deposits or obligations of the Bank; are not guaranteed by the Bank; and are subject to risks, including the possible loss of principal. 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.
©2024 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 Member FDIC NASDAQ®: TCBI