BREADCRUMB HOME WEALTH TRUST SERVICES TRUST SERVICES ACCESS YOUR FINANCIAL LEGACY Wealth Management & Trust Services Trust Account Login Our trust advisors can assist in developing a strategic plan for transferring wealth that aligns with your goals and desires. Their wide-ranging expertise allows for a holistic approach to trust management and administration. So, whether your estate needs are straight forward or multi-faceted, we can create and execute plans that work in concert with your objectives. Along with specialized services and strategies, we offer the peace of mind that comes from knowing your financial affairs are being properly and safely managed. As a neutral third party, we manage assets to protect both current and future beneficiaries, addressing unforeseen emergencies as well as routine financial management duties. Our trust advisors can assist you in achieving goals such as: Ensuring the administration of your trust is carried out according to your wishes Financing a child or grandchild’s education Supporting an elderly relative or descendants Making charitable bequests Understanding the complexity of oil and mineral management Making decisions concerning real estate investments Saving on estate taxes Managing your assets if you become disabled Providing investment management for your estate Meet with a Trust Advisor to learn more. NOTICES & DISCLOSURES 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) 736-7838. Or simply fill out this online form. I'm interested in* Private Banking Trust Services Estate Planning Oil, Gas, & Mineral Management Investment Management Real Estate Management Family Office Services 1777 Northeast Loop 410 San Antonio, Texas 78217 (210) 734-4311 114000763 Contact Us ©2021 Jefferson Bank. All Rights Reserved. | Privacy Policy | Terms & Conditions | Website by Texas Creative | Admin Login

BREADCRUMB HOME PRIVACY POLICY File Privacy Policy- Online.pdf 1777 Northeast Loop 410 San Antonio, Texas 78217 (210) 734-4311 114000763 Contact Us ©2021 Jefferson Bank. All Rights Reserved. | Privacy Policy | Terms & Conditions | Website by Texas Creative | Admin Login