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
Brokerage
Trusts
★ Investment management
★ Custody of assets
★ Tax reporting
★ Accounting & recordkeeping
★ Duties of the beneficiaries
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
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trustinfo@lonestartrust.com
979-776-0800
3030 University Drive E Suite 300
College Station, TX 77845