Austin Trust Company

Company Profile

Austin Trust Company is the first private trust company to be chartered by the Texas Department of Banking. It is the only locally owned and controlled institution that offers a full range of fiduciary services. As a result, decisions that affect accounts can be made quickly without the delays encountered by institutions which find it necessary to consult with decision makers in other cities. Our Board of Directors and Advisory Board are made up of successful men and women with industry, educational and philanthropic backgrounds. The fourteen members of the board meet monthly and are charged with the responsibility of overseeing the operation of the company and the administration of its accounts.

Since receiving its charter, Austin Trust has grown rapidly, and is currently managing approximately one billion dollars in assets. In addition to stocks and bonds, we hold a variety of other non-financial assets including real estate, oil and gas properties, mortgages and notes, and miscellaneous personal property. We serve in all fiduciary capacities, including executor or administrator of estates; trustee of living and testamentary trusts; trustee of court created trusts; escrow and custody accounts; employee benefit and IRA accounts. Our officers have more than 100 years of combined banking and trust experience which enables us to effectively manage the variety of assets and different types of accounts.

The company works closely with clients to establish clear investment objectives and guidelines and manages the portfolio to meet the client’s financial needs. At the outset, the client, account administrator and investment officer meet to discuss the risks and rewards offered by various alternatives and to agree on an investment program. Thereafter, the investment performance and program are reviewed on a regular basis.

Clients: Click here to access your account.