Father with two young children and grandfather eating outdoors at a picnic table.
Trust Accounts

Building a Legacy Beyond Lifetimes

Think about the heritage you're leaving behind. Your hard-earned legacy deserves to seamlessly transition to your loved ones without the burden of high taxes or court interventions. Let's make it a fortified foundation with a trust account.

Trust Account Features

  • Custodial Access

    Maintain custodial supervision, ensuring their savings are in safe hands until adulthood.

  • No Contribution Limits

    You can contribute as much as you like with no maximum limits.

  • Multiple Account Options

    Choose from one of our four high-rate accounts.

  • Guaranteed Safety

    Rest easy knowing your funds are federally insured up to $250,000 by NCUA.

Ready to Get Started?

Consult with our First Service Wealth Management experts, in partnership with Osaic Wealth, Inc.1 Give us a call, email, or fill out the form below.

713-676-4356
WealthManagement@FSCU.com

Wealth Management Inquiry Form

[1]
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the state(s) of Texas, Colorado, Utah, Alabama, and Mississippi. No offers may be made or accepted from any resident outside the specific states referenced. Guarantees referenced do not apply to potential investment losses. Visit Osaic's Form CRS for more information.