Our Services

By on July 11, 2017

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Our Services

Moody Bank Wealth Management & Trust can serve as agent, custodian, guardian, trustee, co-trustee or successor trustee, executor, administrator or agent for executor or trustee for:

  • Investment management accounts
  • Custody relationships
  • Estate settlement
  • Personal trusts including revocable trusts and irrevocable trusts
  • Endowments, foundations, or charitable trusts
  • Guardianships, court-ordered, special needs or supplemental needs trusts
  • Real estate or oil, gas and mineral interest management
  • Agency accounts
  • Individual retirement accounts

Wealth Management

We’ve served generations of clients to help them build, manage and transition wealth. We begin by talking with you about your goals then develop a plan and set of services to meet your objectives. Depending on your needs, we provide a full range of services in the following roles:

  • Trustee
  • Investment manager
  • Asset manager for real property, farms and ranches, mineral and other assets (even alligator farms)
  • Custodian
  • Guardian
  • Administrator, including for scholarships, employee benefit plans and 401Ks
  • Executor
  • Liaison to accounting and legal advisors
  • Safe keeper of assets and records

Wealth Management

We’ve served generations of clients to help them build, manage and transition wealth. We begin by talking with you about your goals then develop a plan and set of services to meet your objectives. Depending on your needs, we provide a full range of services in the following roles:

  • Trustee
  • Investment manager
  • Asset manager for real property, farms and ranches, mineral and other assets (even alligator farms)
  • Custodian
  • Guardian
  • Administrator, including for scholarships, employee benefit plans and 401Ks
  • Executor
  • Liaison to accounting and legal advisors
  • Safe keeper of assets and records

Trust and Fiduciary Services

Trust and fiduciary services have been the heart of our business since we began serving our founding families in 1927. Our team is experienced in the full range of trusts, including revocable trusts, irrevocable trusts, marital trusts, bypass trusts, testamentary trusts, charitable trusts and more.

We can serve with objectivity, continuity and experience as:

  • Agent
  • Custodian
  • Trustee
  • Co-trustee
  • Successor trustee
  • Management trust
  • Executor
  • Agent for executor or trustee

How we help:

  • Administer the trust according to the terms
  • Communicate with beneficiaries
  • Prepare required records, statements and tax returns
  • Manage investments
  • Manage real property and mineral assets
  • Administrative detail work such as bill payment and collection and disbursement of income

How we help:

  • Administer the trust according to the terms
  • Communicate with beneficiaries
  • Prepare required records, statements and tax returns
  • Manage investments
  • Manage real property and mineral assets
  • Administrative detail work such as bill payment and collection and disbursement of income

Real Property Management

We manage all types of real estate, including residential, commercial and farm and ranch. Our services include the following:

  • Negotiation of real estate purchases and sales
  • Lease negotiations
  • Negotiation of contracts for maintenance, repairs and capital improvements
  • Management of property taxes and insurance

Mineral Asset Management

We service oil and gas properties owned by individuals, companies, trusts, financial institutions, charities and foundations. Our oil and gas management services include:

  • Negotiation of leases and other contracts
  • Collection and monitoring of bonuses, delay rentals and royalties
  • Review, verification and processing of all division/transfer orders
  • Detailed accounting and tax information

Mineral Asset Management

We service oil and gas properties owned by individuals, companies, trusts, financial institutions, charities and foundations. Our oil and gas management services include:

  • Negotiation of leases and other contracts
  • Collection and monitoring of bonuses, delay rentals and royalties
  • Review, verification and processing of all division/transfer orders
  • Detailed accounting and tax information
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Business and Personal Banking

As a Moody Bank Wealth Management & Trust client, you’re part of the Moody Bank family, a full-service community bank with locations in Brazoria, Fort Bend, Galveston, Harris and Travis counties.

As a Moody Bank customer, you can expect that same personal service and in-depth experience for your commercial and personal banking and financial planning needs.

To learn more, click here or
call Moody Bank – (409) 765-5561

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