Private Banking

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

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Deposit Services

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
  • Special rates on Certificates of Deposit (CDs)
  • Business checking sweep accounts
  • Enhanced international services
  • Complimentary financial consultations
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Credit Solutions

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 & boat financing
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Mortgage Solutions

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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Cash Management Solutions

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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Wealth Management Resources

Wealth Management Isn’t One Thing. It’s Everything.

Browse Library

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. 

Contact Us

Private Banking:
Dallas Area: (214) 346-3930
Fort Worth Area: (817) 348-5705
Houston Area: (713) 357-2256

Fiduciary Services:
Dallas Area: (214) 346-3927
Fort Worth Area: (817) 348-5739
Houston Area: (713) 357-2234

Financial Planning:
Dallas Area: (214) 346-3940
Fort Worth Area: (817) 348-5792
Houston Area: (713) 260-5637

Dallas Area: (214) 346-3940
Fort Worth Area: (817) 348-5774
Houston Area: (713) 260-5637

Mineral Management: (918) 779-6613

Real Estate Services: (405) 936-3789