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Westwood Trust Services
Westwood Trust is an Independent Trust Company chartered by the Texas Department of Banking.
Services Offered:
- Trustee Services
- Custodial Services
- Monthly / Quarterly Account Reporting
- Online Client Account Access
- Pension Plan Participant Distributions, 1099’s and IRS Tax Reporting
- Electronic Fund Transfer Services
- Complimentary Wire Transfer and Check Requests
- Investment Management
- Cash Management
- Asset Allocation Analysis
- Common and Commingled Trust Funds
- Access to Multiple Asset Classes
- Fixed Income – Treasury, Municipal, and Corporate Bonds
Accounts Offered:
- Individual / Joint Trust and Custody Accounts
- Uniform Transfer to Minor Accounts (UTMA)
- Private Foundation
- Charitable Remainder Unitrust
- Charitable Remainder Annuity Trust
- Grantor Retained Annuity Trust
- Generation Skipping Trust
- Corporate Pension Plan
- Corporate
- Traditional / Rollover / Roth IRA
- Public Foundation
- Endowment
- Self Insurance
- 142 Trust
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