With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Argent can expertly serve the multi-generational financial needs of your family.
Trusts & Estate Planning
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Carrie Soechting
Wealth Management Administrator
San Antonio
755 East Mulberry Suite 400, San Antonio, TX 78212
(210) 352-2410
755 East Mulberry Suite 400, San Antonio, TX 78212
Provided Services
Wealth Management
Our expert advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.
Latest News & Resources
Insights
Generation-Skipping Transfer Tax Basics
If your estate is big enough, you should know how generation-skipping transfer taxes work, and how to avoid paying more than you must. Originally published on Kiplinger.com October 22, 2021 If you have ever sought the advice of an estate planning professional,...
The Morning View: October 19, 2021
In this morning’s data, Housing Starts were 1,555,000 in September, weaker than expected and a decrease of -1.6% from the previous month, partly due to fewer starts in multi-family homes. In addition, Building Permits were 1,589,000 in September, much weaker than...
Argent Employee Spotlight – Mollie Seymour
Meet Mollie, who is with Argent Trust in Birmingham and has been with us for 3 years. Q. What led you to Argent and what makes it unique? A. I was attracted to Argent by people that I have great respect for: people that have built a company that is client focused...