We invite you to schedule an appointment at 713-319-1795
We are located at 1000 Louisiana Street, 7th floor in downtown Houston
We are also pleased to serve you in our offices at City Centre and The Woodlands.
Valet parking is available at Downtown location. Building parking is available at each of our locations.
Working with Us
Your success is our priority. We offer a team-based approach that starts with understanding your needs and developing a plan to help you meet your financial goals.
Clients benefit from:
- Custom financial advice, personalized advice, and comprehensive wealth planning
- Relationship pricing and discounts
- Assistance, where and when you need it, through The Private Bank Service Team
- Our latest thinking: market commentary insights, webcasts, and special reports
- Access to exclusive events
Our Capabilities
Our goal is to provide high-net-worth individuals and families with personalized wealth management solutions, including:
- Advice and Planning
- Investment Management
- Family Wealth and Culture Services
- Deposit and Cash Management Services
- Custom Credit strategies
- Fiduciary and Trust Services
- Real Estate Asset Management
- Business Owner Advisory Services
- Social Impact Investing
