Kanaly Trust

0 star rating0 Reviews

(713) 561-9300(713) 561-9300 View Website »

5555 San Felipe St, #200Houston, TX 77056

  map »

Description

Kanaly is known for developing financial planning solutions with a focus on corporate executives and business owning families across Texas and around the world. Our team of experts can take an overly complicated situation and provide structure, organization and efficiency. Our purpose is to help our clients by providing comprehensive, objective financial guidance. In doing so, we enable our clients to capitalize on their wealth and therefore truly enjoy it.

For over 40 years, Kanaly has.. loyally and dutifully served as trustee or executor for many of our clients and their families. As part of our work, we manage publicly traded assets oil and gas interests, privately held assets, as well as real estate holdings. In addition, for families of significant wealth, we can provide family office services in a multi-family environment. This keeps costs low and attention to detail high.

For more information visit our website:

[https://www.kanaly.com/]





We are a wealth management firm. We also serve as a multi family office. In this role we provide coordinated financial strategies, lifestyle enhancement services including bill payment service, family education, wealth transfer planning and philanthropy services. We provide highly detailed wealth planning. Kanaly Trust provides investment management. Kanaly Trust is a fiduciary, we provide investment management, trustee, and executor services. We offer fee only financial planning. Call us today!

VIEW MORE »VIEW LESS »

Features


Business details

Investments

  • Annuities
  • Bonds
  • CDs
  • Commodities
  • IRAs
  • Real Estate
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Minimum Investment

  • No

Planning Types

  • Asset & Portfolio Management
  • Debt Management
  • Educational Savings Plans
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Investment Research
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning
  • Trust Services

Certifications

  • Certified Financial Manager
  • Certified Financial Planner
  • Registered Financial Planner
  • Registered Investment Advisor

Hours of Operation

  • MON
  • 08:00am
  • 05:00pm
  • TUE
  • 08:00am
  • 05:00pm
  • WED
  • 08:00am
  • 05:00pm
  • THU
  • 08:00am
  • 05:00pm
  • FRI
  • 08:00am
  • 05:00pm
  • SAT
  • SUN

Social

Reviews

Be the first to write a review! Write a Review »

Videos & Photos

View all »

Video (1 video)

  • 2 2

Videos

Photos

Generic
10 photos
Album: Generic
1 of 10




Kanaly Trust is located in front of the escalators on the 2nd level or the Mezzanine or Lobby level.