(210) 806-4546
Trust and Wealth Management Solutions
Tailored for Your Future Success
- Established in 1946
- Private Banking Services Along with Investment and Real Estate Management
- Trust Administration and Estate Planning Solutions
- Experienced Trust Advisors
- Personalized Approach
Expert Financial Services Near You
Financial Banking Advisors Across San Antonio, Central, and South Texas
Whether you're seeking wealth management, private banking, or trust services, we offer tailored financial solutions to meet your unique needs. Our expert team is dedicated to providing personalized assistance and guidance. With a focus on maximizing your wealth and achieving your financial goals, we invite you to visit one of our locations in San Antonio, Boerne, New Braunfels or Austin to discover the specialized services we offer.
Your Personalized Banking Advisor
Elevate Your Financial Experience with Private Banking Services
When individuals or families reach significant financial success, our dedicated Private Banking professionals are here to offers tailored solutions. They manage a limited number of customer accounts, ensuring ample time for them to prioritize personalized service and support to manage your unique financial requirements. Acting as your single point of contact, our Private Bankers provide direct access to all Jefferson Bank products and services, adapting to your schedule and preferred communication method.
Solutions for Trust and Wealth Management Needs
Your Partner in Comprehensive Wealth Management
At Jefferson Bank, we offer a range of specialized wealth management services. From estate planning to investment and real estate management, our team will create a plan tailored to meet your objectives. Additionally, our Family Office Services ensure a holistic approach to wealth management, encompassing financial planning, tax optimization, and intergenerational wealth transfer strategies. With a commitment to excellence, our Trust Advisors help our customers achieve their financial goals and secure their legacy.
Take The First Step Towards Financial Success – Schedule A Consultation With Jefferson Bank Today
Explore Our Range of Trust and Wealth Management Services
Comprehensive Financial Services For Your Needs
Trust Services
Gain peace of mind knowing your assets are managed with precision and integrity by our experienced Trust Advisors. We can assist in developing a strategic plan for transferring wealth that aligns with your goals and wishes.
Estate Planning
Ensure your legacy is protected and your wishes are honored with our estate planning services. Our experienced advisors help you navigate the complexities to maximize the value of your estate.
Investment Management
Achieve your financial goals with a tailored portfolio for your investment account or IRA. Our experienced professionals aim to understand your objectives and create an investment strategy to secure your financial future.
Oil, Gas & Mineral Management
Trust Administration
Real Estate Management
Maximize the value of your oil, gas, and mineral assets with our expert management services. From negotiating contracts to optimizing returns, trust us to safeguard your family's interests and ensure your legacy.
Efficiently manage your trusts with Jefferson Bank's specialized administration services. We collaborate with your legal and tax advisors to realize your unique financial vision.
We provide exceptional real estate management for your properties. From acquisition to sales, we handle all aspects to optimize value and streamline operations, whether commercial, residential, or farmland.
Family Office Services
Establishing a family office is a prudent financial solution for families who have amassed significant wealth. Our Trust experts can address your family’s financial concerns by creating a strategy to meet multi-generational goals.
Private Banking
Elevate your banking experience with Private Banking. Gain access to personalized financial solutions. Enjoy dedicated support from our experienced professionals who prioritize your financial goals.
1900 Wealth
For those with specialized investment, estate, and family financial management needs, 1900 Wealth, part of the Jefferson Bank family, offers an integrated approach to wealth management, providing personalized banking solutions and targeted investment opportunities.
Jefferson Bank - Your Premier Banking Destination in Texas
Redefining Trust and Wealth Management
Schedule an Appointment Today
(210) 806-4546
1900 Broadway
Suite 900
San Antonio, TX 78215
With banks strategically situated in San Antonio, Austin, Boerne, and New Braunfels, accessing our services is easier than ever. Find the nearest banking center to your location and visit us to explore our full range of financial solutions tailored to meet your needs.
Tailored Trust and Wealth Management Solutions
Unlock Your Potential Today
We offer personalized wealth management solutions including private banking, trust administration, investment management, and estate planning. Our experienced advisors help you navigate complexities, securing your financial future with confidence. With a commitment to understanding your unique needs, we provide tailored strategies designed to achieve your long-term financial goals.
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