AegisTrust Company is a Texas state-chartered trust company dedicated to providing comprehensive fiduciary services. They cater to individuals, families, and foundations, offering services such as trust administration, estate settlement, investment management, family office services, and custody services. AegisTrust emphasizes a client-centric approach, combining expertise with personalized attention to help clients manage and preserve their wealth across generations.
Serves as the central hub for AegisTrust's operations, including executive leadership, core trust administration, investment management strategy, and client relationship management for the Houston region.
Professional office space located in the prominent Post Oak Boulevard area, designed for client confidentiality and collaborative work. Likely features secure meeting rooms and modern amenities conducive to a financial services firm.
Characterized by professionalism, a client-centric approach, and fiduciary responsibility. The culture emphasizes expertise, integrity, and personalized service in wealth management and trust administration, fostering a collaborative environment for its team.
The Houston headquarters is pivotal for AegisTrust's strategic decision-making, upholding the company's fiduciary duties, managing key client relationships, and spearheading its service delivery in one of Texas's largest financial markets.
AegisTrust Company primarily focuses its operations within Texas, with offices in Houston, Austin, and Dallas. While they may serve clients with national or international interests, their direct operational footprint and service centers are concentrated in Texas, reflecting a strong regional specialization rather than an extensive global presence.
515 Post Oak Blvd., Suite 450
Houston
TX
USA
Address: 98 San Jacinto Blvd., Suite 430, Austin, TX 78701
To expand AegisTrust's reach within Texas, offering accessible, expert financial and trust services to a key economic hub and catering to the wealth management needs of its diverse clientele.
Address: 3838 Oak Lawn Ave., Suite 1000, Dallas, TX 75219
To solidify AegisTrust's presence in another major Texas financial center, providing tailored trust and investment solutions to meet the specific needs of the Dallas market.
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As of April 2025, Aegis Trust' leadership includes:
Aegis Trust has been backed by several prominent investors over the years, including:
No major publicly announced executive hires or exits have been identified for AegisTrust Company in the last 12 months. The executive team appears stable based on available public information and their website.
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AegisTrust Company likely uses common professional email formats. Based on typical corporate structures of similar size, the most probable format is combining the first initial with the last name or first name separated by a dot from the last name.
[first_initial][last]@aegistrust.com or [first].[last]@aegistrust.com
Format
bbenes@aegistrust.com
Example
75%
Success rate
PR Newswire • September 14, 2021
AegisTrust Company announced its expansion into the Austin market, opening a new office to provide its fiduciary services to individuals, families, and foundations in Central Texas....more
AegisTrust Company Website • Ongoing
AegisTrust Company regularly provides insights and articles on topics related to trust administration, estate planning, and investment management on their company website, aimed at educating clients and the public....more
PR Newswire (via Cision) • January 15, 2019
AegisTrust Company announced the opening of its Dallas office, extending its trust and wealth management services to the North Texas region....more
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