Houston Trust Company works closely, in many different capacities, with several large family office organizations. We can also provide outsourced family office solutions. In most cases, we provide asset custody, accounting and investment management services for various family entities such as trusts, individual agency accounts, family partnerships and foundations. Depending on client needs, we also:

  • Negotiate insurance coverage and pay insurance premiums.
  • Manage family partnership accounts.
  • Maintain custody of assets.
  • Administer household payroll.
  • Manage litigation regarding assets.
  • Prepare financial statements.
  • Work with a designated accountant to file tax returns and make tax payments.

For more information about family office services, please contact Clare McLeroy.