“Advice without good data <span> is only an opinion”</span>

“Advice without good data is only an opinion”

About Austin Capital Trust

Austin Capital Trust has developed technology platforms to enhance the client experience and add value to the client experience. Utilizing an holistic household management system, firms can enhance the client experience and provide a more comprehensive wealth management platform incorporating oversight of multiple investment vehicles as well as management of other financial services professionals.

Our Services

Family Office

The Family Office is the “coach” and “quarterback” for the management of a family’s financial wealth affairs.

FamilyWealth™

Family Wealth™ helps increase efficiency, monitor compliance, and improve client services.

Fund Services

Comprehensive fund services and financial technology solutions for financial institutions.

Trust Services

A full suite of trust services to protect wealth and the best interests of beneficiaries.

Estate Services

When done properly, estate planning helps provide clarity for your client’s financial future.

Custody

Our custodial platform offers with thousands of investment options to meet virtually any client needs.

Family Office

Trust Services

FamilyWealth™

Estate Services

Fund Services

Custody

Featured News

A Departure Checklist For Your Unexpected Retirement

Overall, the simple fact is that a sudden retirement will likely necessitate a thorough budget review and... Read More

Consumer Spending Rose in August, but Incomes Pose Hurdle for U.S. Recovery

A drop in household income and persistently high layoffs are threatening to further slow the U.S. economic... Read More

Why Banks Still Won’t Take Advantage of Fintech Skills

In spite of the products and services on offer from fintech firms, banks have so far favoured... Read More

What's Best: Traditional IRA vs. Roth IRA?

What's Best: Traditional IRA vs. Roth IRA? 2016-03-27 Which is the best choice for clients when it comes... Read More

How Does a Crypto Exchange Work?

Finding the cryptocurrency, exchange and wallet that works for you and your goals is a personal choice. Read More

Millennials and Estate Planning: How to Get Started

Millennials and Estate Planning: How to Get Started 2016-02-10 Not only are Millennials not talking about end-of-life care... Read More

Featured Posts

When the Fed Talks Inflation, Bond Investors Listen

Posted By : Joe Davis Date : 09-15-2020

In the past, the Fed said it would consider adjusting short-term rates when inflation approached 2 percent. But... Read More

Envisioning a Post-Pandemic Future

Posted By : FamilyWealth Advisers Date : 09-03-2020

TheAmerican mathematician Claude Shannon famously established a lower bound forthe number of possible moves in a typical chess... Read More

Weekly Market Update: Stocks Power Higher, While the Dow Makes Changes

Posted By : FamilyWealth Advisers Date : 09-03-2020

Stocks advanced relentlessly last week on positive COVID-19 developments, encouraging economic data, and a supportive policy shift in... Read More

Monthly Market Update: August 2020

Posted By : FamilyWealth Advisers Date : 08-06-2020

Stock prices rallied in July as further development of a COVID-19 vaccine and better-than-expected corporate financial reports encouraged... Read More

Stocks See Mixed Week as COVID-19 Cases Rise, and News of Vaccine Emerges

Posted By : Rob Berger Date : 07-22-2020

Stocks were mixed last week as investors reacted to positive economic data, progress on a COVID-19 vaccine, and... Read More

The 4% budget: Why spending flexibility is more important than withdrawal rate in retirement

Posted By : Matthew Barrovecchio Date : 07-15-2020

The recent market declines triggered by the COVID-19 pandemic raise important questions for those in or near retirement.... Read More

Your Legacy Is More Than Just Your Portfolio

Posted By : Jean Young Date : 02-06-2019

If you’re like most people, when you hear the phrase “legacy planning,” youprobably think about how you’ll pass... Read More

Long-Term Care...What You See Isn't All There Is

Posted By : Colleen Jaconetti Date : 11-23-2018

I write a lot about the state of retirement in America and how certain saving behaviors can help... Read More

Are You Confident You're Saving Enough For Retirement?

Posted By : Joe Davis Date : 10-22-2018

A recent online study,* which had a significantly larger sample size, foundthat only one-third of retirees are confident... Read More

Answers To Top College Savings Questions

Posted By : Joe Davis Date : 05-18-2018

Remember the days before theinternet? It was almost impossible to access certain information, like songlyrics. People would go... Read More

4 Steps To Prepare For A Secure Retirement

Posted By : Charu Chander Gross Date : 04-11-2018

If you work and save from age 18 to age 63, you’ll spend around 45 years preparing for... Read More

New Fed Chair, New Challenge

Posted By : Tony Giordano Date : 03-21-2018

When Jerome Powell presides over his first Federal Open Market Committee meeting as the new Federal Reserve chairman... Read More

Bitcoin: Digital gold or fool's gold?

Posted By : FamilyWealth Advisers Date : 02-13-2018

Over the past few months, I’ve been asked this question more than any other. In 2017, Bitcoin, the... Read More

Client Testimonials