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.
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.
Investment management accounts
Your wealth advisor and portfolio manager will work closely with you to design an investment program addressing specific investment horizons, risk tolerance, liquidity concerns and objectives to protect and maximize the value of your portfolio and specialty assets including mineral holdings and real estate.
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: