Trust Administration
Enjoy the freedom of a trusted partner.
For generations, Broadway Wealth Management has helped Texans with trust administration that is diligent, objective and focused on achieving our clients' goals. Protecting your assets begins with a trustee and executor who is thoughtful in management and discriminating in oversight of your wealth. Our team of best-in-industry professionals will collaborate with your estate planner to design and administer the trust as you planned. We hold ourselves to the highest standard and we will always act in your best interest and the best interest of your beneficiaries and the trust assets. You worked hard to build a legacy and grow your wealth, let us help you protect it.
What can you expect
Here's what you can expect from the Broadway Wealth Management team:
- Provide objective administration based on the terms of the trust document
- Focus on the intent of the Grantor as expressed in the document
- Independent, unbiased third party administration to promote family harmony
- Professional asset management for trust assets - whether investments, real property or minerals
- Balance the interest of all beneficiaries - both current and future
- Keep beneficiaries informed about the management of the trust assets
Create a plan of action
We will work together to create a plan of action to:
- Work with beneficiaries to build a budget and determine cashflow/living expenses requirements
- Distribute income to beneficiaries
- Maintain detailed accounting records and provide statements to beneficiaries
- Coordinate with a trust tax preparer, file income tax returns on behalf of the trust and pay estimated tax payments
- Facilitate senior care needs and living arrangements in certain trust scenarios
Our Fiduciary Commitment
Our advisors are held accountable to the highest standards because we believe it’s the right thing to do. We will always put your interests ahead of our own and are transparent with our fee-only services. As an independently owned organization, we remain committed to providing our clients with sound guidance, never selling an investment product just to earn a profit.
A Banking Experience Unique as You.
Our Private Banking team is ready to collaborate with you
Broadway Bank's Private Banking team provides concierge services specifically curated for clients who need a dedicated banker to assist them with personal and business financial needs.
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Private Banking Secured Revolving Line of Credit
The low-rate Secured Revolving Line of Credit is available exclusively for Broadway Bank Private Banking clients who would like to use their wealth management assets as collateral.
Learn MoreBroadway Wealth Management:
Broadway Bank Wealth Management and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.
Investments are:
