When you achieve a certain level of wealth, your finances can become increasingly difficult to manage without the personalized advice of a trusted financial partner. And for over six generations, Frost has helped people like you navigate the unique challenges that come with financial success.
To provide you with the highest level of personal service, we take the time to get to know you as an individual—your passions, lifestyle and long-term goals. Our private bankers will also collaborate closely with Frost specialists in insurance and investments, as well as with your CPAs, lawyers and other advisors. That means a single person is always watching all the moving parts of your financial life, making adjustments along the way as your needs and goals evolve.
Our consultative approach always starts with listening. So a Frost private banker will sit down with you to gain a clear understanding of your entire financial picture, including your current services and priorities for the future. After we fully understand your finances, you can expect:
Expertise and guidance
- We prioritize your short- and long-term financial goals.
- We identify gaps between where you stand today and what you’d like to achieve.
- We bring forward opportunities you may not have considered.
Customized financial strategy
- Your private banker tailors a plan to meet your needs and address your financial challenges with your dedicated team.
- We customize services to help protect your current lifestyle and plan for the future.
A seamless switch experience
- We make it easy to switch financial institutions with a team dedicated to helping you every step of the way.
Ongoing management and adjustments
- We schedule routine checkups to discuss your progress and goals.
- Your team will continually evaluate your finances to ensure you have the appropriate services.
- We will work with you to adapt your plan to meet your evolving goals and priorities.