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 CUSO Financial Services, Inc.1 Give us a call, email, or fill out the form below.

713-676-4356
[email protected]

Wealth Management Inquiry Form

[1]

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CUSO Financial")(“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CUSO Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CUSO Financial. The Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is not a Registered Investment Advisor or broker-dealer. Investment products, services and advice are only provided through CUSO Financial, a subsidiary of Atria.