Is your estate plan up to date? Have you wondered about setting up a trust but avoided digging into the details? Are you happy with your current investment provider, and do you have a detailed financial plan?
These questions are among everyday topics of conversation for the Bank of Texas Private Wealth team, which supports clients in navigating the ins and outs of everything from investments and trusts with real estate or mineral assets to a variety of specialty areas such as ranch lending.
“Our experienced local experts are second to none,” said Jason Carter, personal trust manager with Bank of Texas Private Wealth in Fort Worth. “We take a holistic wealth management approach and have access to key resources that allow us to creatively address each individual client’s needs. We also value the opportunity to work collectively with our clients’ attorneys and CPAs.”
Managing assets in current environment takes discipline.
Bank of Texas Private Wealth also has the backing of BOK Financial — a robust financial institution with nearly $100 billion in assets under management and administration — that is committed to maintaining a diversified portfolio with a disciplined approach to investments and cash management optimization.
“Our company is built for economic times like this,” said JB Huck, Bank of Texas private wealth executive in Fort Worth. “Having the right advisors in place is especially key to help navigate the higher-rate environment we are experiencing.”
Your advisory team needs to be aligned on your wealth plan and goals and understand your strategy regarding interest rates, especially with rates expected to begin declining later this year.
“With rates elevated to levels we haven’t seen in many years — adding to your fixed income holdings along with extending the average maturity — are items for consideration," said Huck.
A seasoned team to lean on
Whether your personal goals involve planning for sale of your business, purchasing a private jet, or navigating a difficult probate situation due to a blended family, the team has experience. For example, many of the trust officers are licensed attorneys who understand the situational nuances to help families navigate trust and estate litigation.
“A family member or a close friend who has been named a trustee or an executor of an estate under a will may not be equipped with the tools and resources necessary to meet their fiduciary obligations,” Carter said. “We’re a team of seasoned trust officers that works with beneficiaries as an unbiased third party.”
And at Bank of Texas Private Wealth, you’re more than just a number. “We work to provide a better experience — and that starts with a full-service, local wealth management team,” said Huck. “We deliver creative solutions to meet the complex needs of each individual client, and developing and implementing a comprehensive financial plan is critical, now more than ever.”
The team at Bank of Texas Private Wealth looks forward to speaking to you about tackling your goals and challenges. Learn more at BankofTexas.com/privatewealth.
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. © 2023 BOKF, NA. The content in this article is for informational and educational purposes only and does not constitute legal, tax or investment advice. Always consult with a qualified financial professional, accountant or lawyer for legal, tax and investment advice. Neither BOK Financial Corporation nor its affiliates offer legal advice.