About Houston trust company
Houston Trust Company: The Leading Independent Trust Company in Texas
Houston Trust Company is a private, independent trust company that has been serving clients since 1994. With over 25 years of experience, Houston Trust Company has become the largest independent trust company in Texas. We specialize in the transition of assets across generations and provide our clients with personalized services to meet their unique needs.
Our team of experienced professionals is dedicated to providing exceptional service and expertise to our clients. We understand that every client has different needs and goals, which is why we take a customized approach to each relationship. Our goal is to build long-term relationships with our clients based on trust, integrity, and transparency.
At Houston Trust Company, we offer a wide range of services including estate planning, investment management, fiduciary services, family office services, philanthropic planning and more. Our team works closely with each client to develop a comprehensive plan that meets their specific needs.
Estate Planning Services
We understand that estate planning can be complex and overwhelming for many individuals. That's why we offer comprehensive estate planning services designed to help our clients protect their assets and ensure their wishes are carried out after they pass away.
Our estate planning services include:
- Wills
- Revocable trusts
- Irrevocable trusts
- Charitable trusts
- Special needs trusts
- Life insurance trusts
Investment Management Services
At Houston Trust Company, we believe that successful investing requires discipline and patience. Our investment management team takes a long-term approach when managing client portfolios by focusing on asset allocation strategies designed to achieve long-term growth while minimizing risk.
Our investment management services include:
- Asset allocation strategies
- Portfolio construction
- Risk management techniques
- Tax-efficient investing strategies
Fiduciary Services
As an independent trust company in Texas, we act as fiduciaries for our clients' assets. This means that we have a legal obligation to act in the best interests of our clients at all times.
Our fiduciary services include:
- Investment management for individual accounts or institutional accounts such as endowments or foundations.
-Corporate trustee or executorship roles.
-Power-of attorney agent roles.
-Financial guardianship roles.
-Family office administration roles.
-Tax preparation & filing assistance (for estates & trusts).
Family Office Services
We understand the complexities involved in managing wealth across multiple generations within families; therefore at Houston Trust Company offers family office solutions tailored specifically for your family’s unique circumstances so you can focus on what matters most – your family legacy!
Philanthropic Planning
Giving back through charitable giving can be one of life’s most rewarding experiences; however it requires careful consideration when deciding how best allocate resources towards causes you care about most! At Houston Trust Co., philanthropy experts will work alongside you every step along the way from identifying charitable organizations aligned with your values through creating tax-efficient giving vehicles like donor-advised funds or private foundations.
Why Choose Houston Trust Company?
There are several reasons why you should choose Houston Trust Company as your trusted advisor:
1) Experience: With over 25 years of experience serving high net worth individuals & families throughout Texas -we have seen it all!
2) Independence: As an independent firm not beholden any particular financial institution or product provider -we always put client interests first!
3) Customized Solutions: Every client situation is unique; therefore at HTC we tailor solutions specifically designed around each individual circumstance!
4) Fiduciary Responsibility: As an independent trust company acting as fiduciaries for all managed assets -our legal obligation always remains putting client interests first!
5) Comprehensive Service Offering: From Estate Planning through Philanthropic Giving – HTC provides full-service wealth advisory solutions under one roof!
In conclusion,
HoustonTrustCompany.com offers comprehensive wealth advisory solutions tailored specifically around each individual circumstance! Whether looking Estate Planning guidance through Philanthropic Giving advice – HTC provides full-service wealth advisory solutions under one roof! Contact us today learn more about how HTC can help manage your financial future!