Personal Investments / Private trust and fiduciary services Private trust and fiduciary services We believe helping you protect and preserve your legacy –including your assets – is the best way to prepare future generations to be good stewards of the financial wealth you've worked hard to build. We offer comprehensive fiduciary services, including trust and estate planning, trust administration, executor services and investment management, all tailored to help you manage your assets effectively throughout your lifetime and for future generations. Fiduciary services At Frost, our team of trusted professionals brings deep expertise in managing assets, as well as navigating legal and tax matters. As your fiduciary, we can serve as your: Guardian Custodian Executor Agent for the Executor We provide customized estate administration services, ensuring that both your financial legacy and family priorities are carefully looked after. In partnership with a network of experienced attorneys, accountants and financial providers, we stay up to date on the latest developments in Texas estate planning to deliver effective strategies for you and your family. View newsletter Choose the right trust for you Revocable trusts A revocable trust allows you to change or revoke it at any point during your lifetime. It can help to avoid probating a will, maintain your privacy and allow for asset management, should you become incapable. Court-appointed trusts A court-appointed trust is a legal arrangement issued by a court for individuals unable to manage their finances as a result of incapacity or disability. The court oversees the trust and appoints a trustee to work in the beneficiary's best interest through the management of assets. Frost specializes in court appointed trusts for minors and incapacitated persons under Section 142 of the Texas Property Code and Section 1301 of the Texas Estates Code. Irrevocable trusts An irrevocable trust cannot be changed or revoked once it has been created. These are managed by a trustee to ensure beneficiaries receive their intended benefits, and since the grantor gives up control over the assets, this can provide tax benefits. Charitable trusts Charitable trusts allow for assets to be left to charities. Frost can help provide guidance on these types of trusts to help shape your legacy and support the causes that matter most to you. We’re here to guide you Investment decisions are highly personal. Frost is here to help you navigate them and make smart, informed choices about your finances. To speak with a wealth advisor, call the number in your region: Austin (512) 473-4762 Dallas (214) 515-4893 Permian Basin (432) 617-1245 Boerne (830) 249-6618 Fort Worth (817) 420-5158 Rio Grande Valley (361) 844-1051 Bryan/College Station (979) 329-7924 Galveston (409) 770-5641 San Antonio (210) 220-4363 Corpus Christi (361) 844-1051 Houston (713) 388-7924 San Marcos (512) 473-4762 Victoria (361) 844-1051 Search THIRD-PARTY SITE You're about to open a third-party website in a separate browser window. The site you are about to enter may be less secure and may have a privacy statement that differs from Frost. The products and services offered on this third-party website are not provided or guaranteed by Frost. Please note that you'll still be able to view the current page on frostbank.com. Would you like to continue?