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Kanaly Trust, celebrating 40 years of changing the way people take care of their financial affairs.
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri - Phones:
Main - 713-561-9300
Fax - 713-877-8744
ExtraTollFree - 800-452-6255
Extra - 713-877-8744
Extra - 713-626-9483
- Address:
- 5555 San Felipe St Ste 200 Houston, TX 77056
- Email:
- Other Email:
- Link:
- Categories
- Trust Companies, Banks, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments
- Location
- Marathon Oil Tower
- Neighborhoods
- San Felipe Green, Westside, Great Uptown
- Other Information
Wheelchair Accessible: Yes
General Info
Since 1975, Kanaly Trust has operated with a single purpose. We want to change the way people take care of their financial affairs. With every passing year, as we continue to engage new clients, we find that without exception, these new clients are personally and financially successful individuals. Unfortunately, we also find that many have missed opportunities to make the most of their wealth due to lack of time, interest, or knowledge. One of our competitive advantages is our thought leadership – 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 to enable them 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 publically 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. Kanaly Trust is independent of any banking or corporate relationships and does not promote specific financial products. Why would you do business anywhere else?