Page 2 - Wealth Mgmt Electronic 2017

PUT YOUR TRUST IN BUILDING SECURITY FOR FUTURE
TEXAS GULF BANK
t Texas Gulf Bank, N.A., we believe in building
strong foundations for personal wealth, money
management, real estate, and business. We do
this by building relationships and providing the services and
expertise necessary to manage and grow your money. From
checking and savings accounts to loans and trust services, we
help build futures for families all across Texas.
There are many advantages to placing your assets – and your
trust – with Texas Gulf Bank. For more than four generations,
we have helped families throughout the Texas Gulf Coast
region protect and grow the wealth they have accumulated.
We provide expert management and administration of your
portfolio of assets, while always keeping your unique needs
and goals our number one priority.
We view it as both a privilege and a responsibility to help
you achieve your financial objectives. We are committed to
providing the personalized service and customized attention
you deserve, and should expect, from your financial partner. providing expert management and administration of your portfolio.
Texas Gulf Bank is an independently owned and operated
bank with locations throughout the Texas Gulf Coast region
and Houston. We’ve been through bull markets and economic
downturns, but through it all one fact remains: we’ve not only
survived, but thrived. For you, that means a strong, stable, and
financially sound partner you can depend on.
Rest assured, we’ll be here when you – and future generations
– need us. Let us earn your trust today
GENERATIONS
When it comes to long-term financial planning, maintaining and
growing your wealth is a primary objective. Equally important is the
desire to provide ongoing security for the people you care about. With
a trust account through Texas Gulf Bank you can accomplish both:
sustain and grow your hard-earned portfolio, and ensure your loved
ones have a financially stable future.
At Texas Gulf Bank, our Personal Wealth Management Services
enable you to:
• Preserve wealth for future generations
• Minimize/cover estate taxes
• Control when, how, and to whom assets are distributed
• Reduce the unexpected costs of probate
• Keep your affairs private
• Provide a vehicle for investment growth
OUR INVESTMENT PHILOSOPHY
Our tenured team of experienced Wealth Management Officers,
along with a governing committee of advisors, is dedicated to
Our investment philosophy is conservative, with a primary focus on the
preservation and growth of capital over the long-term. We never apply
a cookie-cutter approach – our expertise lies in providing safe and
practical trust solutions that make the most sense for you