Helping You Safeguard Your Family’s Future

Working through the intricacies of estate planning can be a daunting endeavor. At Westwood Trust, we help clients design legacies that will serve their families and communities for years to come.

We have estate planning professionals who can help you navigate trust and estate administration. We are able to serve as executor and trustee to carry out your wishes. We can also help you express your charitable giving priorities and make decisions on wealth transfer by collaborating with your attorney to document your wishes.

Minimizing Taxes

Managing estate taxes can have tremendous impact on a legacy plan

Asset Distribution

Dividing and distributing assets is often a key concern for clients

Strategic Planning

Determining an executor or trustee who will carry out your wishes

Charitable Giving

Expressing a client’s wealth transfer priorities can streamline estate settlement

Trust Administration

Navigating trust and estate administration with knowledgeable and experienced staff

Let’s Start a Conversation.

We welcome the opportunity to learn more about how we can serve you. Please click on one of our offices below to get started.

Westwood Wealth Management is a division of Westwood Holdings Group that offers trust and fiduciary services through Westwood Trust, a Texas-chartered trust company, and investment advisory services through Westwood Advisors, LLC, including the WealthCoach digital platform.