Brandon Lee
Amegy Bank offers a range of trust and investment management services, including philanthropic services for nonprofit organizations, foundations, and charitable trusts. Their fiduciary services team provides customized strategies for high-net-worth individuals, families, and business owners to preserve and grow their wealth. Amegy Bank also assists with estate planning and offers various trust options, such as qualified terminable interest property (QTIP) trusts and special needs trusts. As a division of Zions Bancorporation, N.A., Amegy Bank operates in multiple states, including Texas, Arizona, California, and Colorado.
| Characteristics | Values |
|---|---|
| Trust and fiduciary investment services | Provided through Wealth & Fiduciary Services within Wealth Management, a division of Zions Bancorporation, N.A. |
| Investment products and services | Not insured by the FDIC or any federal or state governmental agency |
| Amegy Bank website | Uses cookie trackers for operation and optimization |
| Charitable trusts | Income can be provided during a lifetime or specified period, with remaining assets going to charity upon death |
| Amegy Bank's Rollingbrook Branch | Has a new motor bank with five lanes, a drive-up ATM, and freestanding teller pods |
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What You'll Learn
- Amegy Bank offers trust and fiduciary investment services
- Trust services are provided through Wealth & Fiduciary Services
- Amegy offers trust administration services
- Amegy provides philanthropic services for nonprofit organisations
- Amegy's fiduciary services team offers trust and investment management services
Amegy Bank offers trust and fiduciary investment services
The bank offers premium rates, flexibility, and dedicated private bankers to its clients. Amegy Bank's trust services include co-trustee representation and agent for an individual trustee representation. They also provide assistance in setting up estate plans, including qualified terminable interest property (QTIP) trusts, special needs trusts, and charitable remainder trusts.
Amegy Bank's fiduciary investment services are provided through Wealth & Fiduciary Services within Wealth Management, a division of Zions Bancorporation, N.A. The bank does not produce proprietary products, allowing them to focus on offering objective advice to their clients. Amegy Bank's knowledgeable staff works to understand their clients' unique goals and helps create comprehensive plans to achieve them.
In addition to trust and fiduciary investment services, Amegy Bank offers a wide range of other financial services. These include depository, lending, mortgage, brokerage, investment management, and internet services for consumers and private banking clients. The bank also has expertise in serving businesses, especially in the fields of real estate and energy. Amegy Bank is committed to building strong relationships with its clients and supporting the communities it serves.
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Trust services are provided through Wealth & Fiduciary Services
Amegy Bank offers trust services through Wealth & Fiduciary Services, a division of Zions Bancorporation, N.A. The bank provides a range of trust and estate services, including philanthropic services for nonprofit organisations, foundations, and charitable trusts. For instance, a charitable remainder trust can be established to provide income during one's lifetime or a specified period, with any remaining assets going to the chosen charity upon death.
Amegy Bank assists clients in roadmaping their financial future and making informed decisions to sharpen the wealth-building process. The bank offers a wide range of depository, lending, mortgage, brokerage, investment management, trust, and internet services for consumers and private banking clients. Amegy Bank is committed to putting relationships at the center of everything they do and providing common-sense solutions for their clients.
It is important to note that investment products and services provided by Amegy Bank are not insured by the FDIC or any federal or state governmental agency. They are also not deposits or other obligations of, or guaranteed by, Zions Bancorporation or its affiliates. These investments may be subject to risks, including the possible loss of the principal value or amount invested.
Amegy Bank uses cookie trackers for the operation and optimization of its website. The bank also provides clear disclosures on its website regarding privacy policies and security measures when users are redirected to external websites not affiliated with Zions Bancorporation, N.A.
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Amegy offers trust administration services
Amegy Bank offers a wide range of trust administration services. As a full-service financial institution, Amegy Bank has been putting relationships at the centre of everything they do. They offer trust and fiduciary investment services through Wealth and Fiduciary Services within Wealth Management, a division of Zions Bancorporation, N.A. Amegy Bank is committed to supporting the growth, diversity, and entrepreneurial spirit of the communities they serve.
Amegy Bank provides trust and estate services, helping clients with their estate plans and fulfilling charitable goals. For example, a charitable remainder trust can be constructed to provide income during a client's lifetime or a specified period, with any remaining assets going to a charity of their choice upon their death. Amegy Bank's trust administration services also include philanthropic services, such as investment and services for nonprofit organizations, foundations, and charitable trusts.
The bank uses cookie trackers for the operation and optimization of its website. Amegy Bank is a division of Zions Bancorporation, N.A., which operates in nearly 500 local financial centres across 11 Western states, including Texas, Arizona, California, and Colorado. Amegy Bank's commitment to its clients and community involvement is evident through its range of services and history of volunteerism.
Amegy Bank's trust administration services are designed to help clients roadmap their financial future and make informed decisions. With a talented family of bankers, Amegy Bank prioritises common-sense solutions and doing what is right for its clients. The bank's website provides resources and information, and clients can also connect with an Amegy banker directly to discuss their specific needs and goals.
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Amegy provides philanthropic services for nonprofit organisations
Amegy Bank provides philanthropic services for nonprofit organisations, foundations, and charitable trusts. The bank's Wealth Management division offers investment and financial planning services to help organisations make informed decisions and build wealth. For example, a charitable trust can be set up to provide income during the lifetime of the trust creator, with any remaining assets going to the chosen charity upon their death. Amegy Bank's affordable housing team, led by CEO Steve Stephens, has supported initiatives like New Hope Housing, Inc., which provides affordable housing and resident support services to communities in need.
The bank also encourages community involvement and volunteerism. Amegy Bank's unique approach empowers its local management to lead company culture through local community connections. This allows them to offer the financial support of a large bank while maintaining the kindness and respect of a smaller, community-oriented institution.
In addition to its philanthropic efforts, Amegy Bank prioritises the professional development of its employees. The bank provides over 2,000 learning options for personal and professional growth, including tuition reimbursement, education sponsorship, and formal mentoring programs. Amegy Bank also offers a Summer Internship Program for college students interested in gaining hands-on experience in the banking industry. This program provides interns with networking opportunities, presentations from company leaders, and exposure to special projects and executive collaborations.
Amegy Bank's commitment to its employees and communities reflects its dedication to creating a positive impact beyond just financial services. By investing in its people and community initiatives, the bank strives to build a stronger future for all stakeholders involved.
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Amegy's fiduciary services team offers trust and investment management services
Amegy Bank is a full-service financial institution that offers a range of services, including fiduciary and trust services. Amegy's fiduciary services team provides trust and investment management services to high-net-worth individuals, families, and business owners. The team works closely with clients to create customized strategies that preserve and grow their wealth, ensuring their financial goals and legacy are protected.
The fiduciary services team understands that each client has unique complexities and goals. They offer personalized strategies that go beyond simply storing money. Amegy Bank's wealth management advisors provide objective advice and extensive legal and financial expertise to help clients make informed decisions and sharpen their wealth-building processes. This includes careful tax planning and a holistic approach to comprehensive services tailored to individual needs.
Amegy Bank's trust services also include philanthropic services for nonprofit organizations, foundations, and charitable trusts. They can assist in setting up estate plans, such as qualified terminable interest property (QTIP) trusts, special needs trusts, and charitable remainder trusts, ensuring clients' financial goals are met while also fulfilling their charitable intentions.
Additionally, Amegy Bank offers a wide range of other services, including deposit and loan capabilities, retirement plan services, investment management, and internet services for consumers and private banking clients. With a strong commitment to community involvement and reinvestment, Amegy Bank is dedicated to building relationships and supporting the growth and diversity of the communities it serves.
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Frequently asked questions
Yes, Amegy Bank offers fiduciary and trust services.
Amegy Bank's trust services offer premium rates, flexibility, and a dedicated private banker. They also offer a holistic approach with comprehensive services tailored to your needs.
Amegy Bank can help set up qualified terminable interest property (QTIP) trusts, special needs trusts, irrevocable trusts, and charitable remainder trusts.
You can connect with an Amegy banker to learn more about trust and estate services. You can also meet with a Wealth Management Advisor in person, online, or by phone.
No, investment products and services offered by Amegy Bank are not insured by the FDIC or any federal or state governmental agency.
