Who We Are, What We Do

Our Industry

Texas' wealth management and trust industry is a dynamic component in the financial services sector. The industry is comprised of professional fiduciaries – institutions and individuals dedicated to providing clients exceptional experiences in a range of wealth management products and services designed to build, preserve and transfer wealth. These services include trusts, investment management, income and principal distribution, custodial services, planning in business, retirement, charitable and estate planning affairs, tax decisions and agent services.

Discover The Value in Selecting a Professional Fiduciary.

Our Association

Wealth Management and Trust, a Division of the Texas Bankers Association, is a one-of-its-kind state organization dedicated to serving wealth management and trust companies and professionals. Our mission is to promote the success of our industry and corporate fiduciaries throughout Texas. To fulfill that mission, we utilize a community of industry professionals to provide tailored education, information and advocacy services meeting the unique needs of our members. We have been doing so since 1921.