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Private Banking
The higher your net worth, the more complex your financial needs can become. We understand. That’s why we created Veritex Private Banking. Our Private Banking team is here to help you secure your legacy and grow your wealth. You will work with trusted, proven banking professionals who will in turn work closely with all your advisors. If your liquidity exceeds $500,000 and your net worth is over $5,000,000 let’s discuss how we can address your financial needs in an exclusive, boutique atmosphere with unsurpassed personal attention, concierge depository services and highly tailored lending solutions. Let us help you get the most from your finances. Talk to one of our Private Bankers today.
A traditional banking relationship is preferred when an individual has easily manageable finances. However, at a certain level, high-net-worth individuals may decide to engage several experts who can navigate the complexities of multi-million dollar accounts and relationships. Veritex Private Bankers are dedicated to you and work with your team of advisors to optimize and streamline your banking experience. It is a highly personalized experience that you will find refreshing in these technology-driven times.
Veritex Private Banking Benefits
Veritex Private Banking Lending Solutions
Veritex Private Banking Depository Services
1031 Exchange
Did you know we have 1031 Exchange Services? Through Veritex, we provide clients access to 1031 Exchange services supported by Exchange Manager ProSM, the patented 1031 Exchange workflow technology and one of the nation’s leading Qualified Intermediaries. Clients leveraging Veritex Bank as the Qualified Intermediary for their 1031 Exchanges benefit from a seamless and transparent transaction by keeping more of their real estate transaction under the same roof.
What is 1031 Exchange? A 1031 Exchange is a tax deferral tool that allows the seller of qualifying real property to defer taxes on their transaction including Capital Gains, Depreciation Recapture, and Net Investment Income Tax, as long as the proceeds from the sale are used to acquire other qualifying, real property. Multiple requirements must be adhered to for a valid 1031 Exchange.
If you'd like more information, please contact our experienced 1031 Exchange Team.
Kathy Armstrong & Tanner Lofton 1031Exchange@veritexbank.com.
