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Private Wealth

Custody Services

We can take responsibility for the safekeeping of your assets. Let our skilled professionals deal with the details — while you or your investment advisor retain executive control.

Services for Custody Clients

Safekeeping your assets is only one of the responsibilities of Bank of Texas custodial services. You or your designated advisor retain control over investment management. We also provide key record keeping and administrative services pertaining to your portfolio, including:

  • Our professional team keeps accurate and detailed financial and transaction records. We alert you of any capital changes. And we execute daily investments to protect your wealth.

  • Your portfolio demands one-on-one attention. Our custody services clients are assigned an individual experienced trust officer and relationship associate for consistency, accountability and excellent customer service.

  • We assume full responsibility for the safekeeping and custody of your investment portfolio. And, we always remember that you and/or your investment advisor retain full control of investment decisions.

Private Banking Benefits

As a custodial services client, you’re also a Private Bank client, affording you all the advantages of our personalized banking services. There are no transaction fees or securities settlement costs. And, your private banker will provide access to exclusive deposit and lending solutions.

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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
North Dallas: 214-346-3955
Fort Worth: 817-348-5775
Houston: 713-357-2256

Fiduciary Services
Dallas: 214-525-7696
North Dallas: 214-346-3973
Fort Worth: 817-302-4952
Houston: 713-357-2257

Financial Planning
Dallas: 972-892-9959
North Dallas: 972-378-7304
Fort Worth: 817-348-5792
Houston: 713-260-5637

Dallas: 972-892-9959
North Dallas: 972-378-7304
Fort Worth: 817-348-5774
Houston: 713-260-5637

Mineral Management

Real Estate Services

Additional Contact Information