Houston Trust Company offers a range of Family Office solutions to our current clients, relieving families of the day-to-day burden of their financial affairs.
The structure and service options can be customized to meet the unique needs of each family, ranging from monthly financial reporting to comprehensive bill pay and household payroll solutions.
Clients are supported by a team with accounting and family office expertise, allowing for additional checks and balances to ensure accuracy and continuity of service.
These services are provided by a strongly capitalized, regulated financial services company with extensive insurance coverage, and strong internal controls. Houston Trust Company’s family office department undergoes two audits each calendar year.
We appreciate enormously the thoughtfulness and thoroughness that our family office team takes in keeping us up to date with all of the important affairs that Houston Trust Company manages for us.”Family Office Client
Family Office Services
- Consolidated investment reporting and analysis
- Trust accounting statements
- Financial accounting statements
+Bill Payment, Accounting, and Insurance
- Financial accounting and bookkeeping support
- Payment services for household/personal bills and obligations
- Manage insurance providers and schedules
- Medicare/Medicaid research and advisement
- Household employee payroll and tax filings
- Coordination of home healthcare providers