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Family Office Services

For families who have amassed significant wealth, establishing a family office is often a prudent solution for centralizing the management of their complex financial affairs. With our expertise and personal approach, we can professionally address your family’s financial concerns by facilitating education in family governance, financial literacy and investment management to meet multi-generational goals.

Each family’s goals and circumstances determine the complexity of its office structure. We can scale our strategy to meet your specific requirements throughout multiple growth stages.

Our customizable approach to Family Office Services includes:

  • Legacy and investable asset management
  • Information and tax reporting
  • Liability and risk management
  • Philanthropic strategy implementation

Frequently Asked Questions

What are family office services?

Family office services provide coordinated financial oversight for families with complex needs. This may include investment management, trust and estate coordination, accounting support, philanthropic giving, and long-term planning across generations.

Who typically benefits from family office services?

Family office services are often suited for families with significant or multigenerational wealth, closely held businesses, or complex estate structures that require ongoing coordination rather than one-time planning.

How is a family office different from traditional wealth management?

Traditional wealth management focuses primarily on investments and financial planning. Family office services take a broader approach by integrating trusts, governance, cash flow, and long-term family objectives under a single framework.

Do family office services replace existing advisors?

Not necessarily. Family office services work alongside attorneys, accountants, and other advisors to ensure all parties are aligned and operating effectively.

Are family office services only for ultra-high-net-worth families?

Family office services are scalable and can be tailored to fit different levels of complexity. The need is driven more by family objectives and coordination requirements than by a specific asset threshold.

*Non-Deposit Products: are not FDIC insured; are not deposits; may lose value.

Notices & Disclosures

The information contained herein is for information purposes only, is not designed to address your financial situation or particular needs and does not constitute the rendering of tax or legal advice. You should consult with your tax advisor or attorney for advice pertinent to your personal situation.

 

Jefferson Bank is chartered under the laws of the State of Texas and by state law is subject to regulatory oversight by the Texas Department of Banking. Any consumer wishing to file a complaint against Jefferson Bank should contact the Texas Department of Banking through one of the means indicated below:

  • In Person or U.S. Mail : 2601 North Lamar Boulevard, Suite 300, Austin, Texas 78705-4294
  • Telephone No: (877) 276-5554, Fax No.: (512) 475-1313
  • Email: [email protected]
  • (link sends e-mail)
  • Website: www.dob.texas.gov

Investment and Insurance Products are:

  • Not insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Deposit products offered by Jefferson Bank. Member FDIC

NMLS# 597833

Discover our full spectrum of wealth management services, customized to your individual needs, and delivered with the highest level of personal attention and integrity.

Schedule a meeting with a member of our wealth management team (210) 736-7600. Or simply fill out this online form.

Wealth Management Services

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