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Kanalt Trust Company (financial affairs) in Active Trader Links Directory

After working for more than thirty years as a bank trust officer and executive, E. Deane Kanaly created Kanaly Trust Company in 1975 with the hope of changing the way people take care of their financial affairs. Deane saw the lack of interest people had with their finances as he worked with many very successful people who were not managing their money effectively. He wanted to provide clients with comprehensive, objective personal financial planning earlier in their lives. He hoped to help them avoid costly mistakes, and give them more freedom to enjoy their wealth. The purpose of Kanaly Trust Company is to provide personal assistance in the planning and management of clients’ financial affairs. This enables the client to achieve a new dimension of freedom – financial freedom. Deane also dedicated his company to remaining free from any conflict of interest and meeting client needs solely in their best interest. His family members also play a key role in the company. His wife, Ginger, served as the company’s bookkeeper in the early years and serves on the company’s board of directors to this day. Deane and Ginger’s sons Steve, Jeff and Drew have grown with the business and hold leadership roles within the company and on its board of directors. Kanaly Trust Company now employs 64 associates in Houston and manages approximately $2 billion in assets. In addition to asset management, the company provides complete financial planning and trust/estate services to families, individuals and estates. The company serves as trustee or executor for estates totaling more than $2.5 billion and works closely with clients in more than 39 states and eight countries. The firm is independent of any banking or corporate relationships and does not promote specific financial products or services. Deane Kanaly’s innovative idea has played an important role in the direction of the financial services industry. Today, there are nearly 100 independent trust companies nationwide due in part to Deane’s inspiration of bettering the financial planning profession.

Address: Kanaly Trust, 4550 Post Oak Place Dr., Houston, Texas 77027
Telephone: 713.561.9300
Fax: 713.877.8744
Website: http://www.kanaly.com/