Image

A DIVISION OF BANK OF BRENHAM

Planning

Personal Financial Planning

★ Life and disability needs
★ College funding
★ Retirement planning
★ Estate planning

Investments

Investment Management

★ Grow your assets
★ Manage your portfolio risk
★ Maintain liquidity
★ Manage your tax liability

Custody

Retirement Plans

Trusts & Estates

Trusts

★ Investment management
★ Custody of assets
★ Tax reporting
★ Accounting & recordkeeping
★ Duties of the beneficiaries

Estates

Guardianships

As a corporate fiduciary, we:
★ Must always put the customer’s interest first;
★ Can provide a multigenerational wealth management plan; and
★ Are subject to government oversight, regulation and audit.




Contact Us

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
Image

trustinfo@lonestartrust.com
979-776-0800

869 N Earl Rudder Fwy
Bryan, TX 77802

Privacy Policy