Wealth ServicesTrust Services & Private Banking

Corporate Trust Administration, Fiduciary Services, & Private Banking Solutions to enhance your Financial Life

We formed an alliance with Bank of Texas to provide our clients with a full range of trust, private banking, and fiduciary services with the regulation and oversight of a federally chartered institution.


Directed trust administration services are offered through Bank of Texas for revocable, irrevocable, charitable, and special needs trusts. The “directed” designation allows a trust Grantor to select Ackerman Capital Management to manage the investments of a trust while Bank of Texas separately assumes the responsibilities for trust administration as the corporate trustee. By unbundling these duties, directed trusts provide trust Grantors with a cost-effective solution that maximizes control and flexibility.


Bank of Texas provides ACM clients with a broad range of private banking services, delivered with personal, attentive customer service. With superior deposit services and credit, mortgage, and cash management solutions, Bank of Texas enriches the financial lives of our clients.

Fiduciary Services

Bank of Texas offers ACM clients additional fiduciary services such as Executor or Co-Executor Representation, Probate Management, Estate Settlement and Administration, and Individual Retirement Account (IRA) Trust Administration.  As one the of the nation’s oldest and largest managers of minerals and real estate, Bank of Texas also offers superior Specialty Asset Management services.


BOK Financial (BOKF), the parent company of Bank of Texas, ranks among the largest fifty banking institutions in the U.S. with over $30 billion in assets.  BOKF has been serving clients as trustee or co-trustee since 1918, employs more than 135 trust administrative officers, and is able to provide trust services in all 50 states as part of a national bank.