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Private Wealth

Private Banking

Enjoy a one-on-one relationship with a private banker, dedicated customer service and a broad range of solutions.

  • Enjoy personal service along with account perks for both checking and CDs. Take advantage of sophisticated deposit solutions, including Private Label Checking, which combines the high rates of a money market account with the convenience of a checking account.

    • No-fee online banking and mobile deposit.
    • Business checking sweep accounts.
    • Enhanced international services.
    • Complimentary financial consultations.

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  • Build your dream home, enhance your business, and inquire about Premium Financing. Add another dimension to your wealth management portfolio with financing when you need it most.

    • Revolving lines of credit.
    • Permanent mortgage loan options for primary and secondary homes.
    • Construction financing for custom homes.
    • Home equity lines of credit and term loans.
    • Business purpose loans.
    • Insurance premium financing.
    • Aircraft and boat financing.

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  • The right home mortgage may help reduce taxes, maximize financial flexibility and provide capital for other investments.

    • Custom mortgages.
    • Convertible construction loans.
    • Personalized customer experience.
    • Ranch financing.
    • Mortgages on primary and vacation homes.

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  • Liquidity, fast access to capital and friendly financial services can help you develop a cash management plan that works. Choose from our numerous resources, including automatic cash sweep accounts, commercial loans, financing for equipment and real estate and corporate Visa cards.

    • Business checking.
    • Management of working capital.
    • Automatic cash sweep accounts.
    • Commercial loans.
    • Professional practice lines of credit, equipment and real estate financing.
    • Corporate Visa.
    • International financial services.

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Let's Talk

We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you.

Private Banking
Dallas: 214-346-3911
Fort Worth: 817-348-5775
Houston: 713-357-2256

Fiduciary Services
Dallas: 214-525-7696
Fort Worth: 817-348-5788
Houston: 713-357-2257

Financial Planning
Dallas: 972-892-9959
Fort Worth: 817-348-5792
Houston: 713-260-5637

Investments
Dallas: 972-892-9959
Fort Worth: 817-348-5774
Houston: 713-260-5637

Mineral Management
918-779-6616

Real Estate Services
918-779-6620

Additional Contact Information