Our Services
Houston Trust Company can provide outstanding value to families and individuals who seek preservation of wealth, management of complex asset and property interests, and centralized management of business affairs. It has been our experience that a customized combination of services is most effective in the successful execution of a complex financial plan.
Trusts & Estates
Houston Trust Company helps preserve and protect family wealth for all generations through corporate administration of trusts and estates.
Investments
Houston Trust Company provides independent asset management to individuals, families, and various entities through our customized portfolios and conflict free approach.
Family Office
Houston Trust Company offers family office services to clients with an established relationship at Houston Trust who require a level of service beyond the scope of traditional trust/estate administration and asset management.
Philanthropic Advisory
Houston Trust Company provides investment management and grants administration to foundations and charitable organizations so they may focus on their mission, not minutiae.
What is a Trust Company?
We are often asked how a trust company is different from a private bank or an investment management firm. While several of our services overlap with those offered by other types of financial institutions, most of the capacities in which we operate are unique to trust companies. We are seeing the downsizing of trust departments and lack of focus on traditional trust services in larger financial institutions, and pride ourselves in staying true to our roots.
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Houston Trust Company
- Full fiduciary responsibility
- Trust/Estate administration
- Multi-generational wealth transfer specialists
- Variety of asset types: art, real estate, oil and gas, etc.
Investment Management Firm
- Focus on researching and trading stocks and bonds
- Return on investment oriented operations
Private Bank
- Offers deposits, credit cards, and checking accounts
- Specialized lending
Houston Trust Company &
Investment Management Firms
Customized portfolios
Houston Trust Company &
Private Banks
Custody and management of assets
Investment Management Firms &
Private Banks
Proprietary product options