Executive Benefit Strategies

Executive Benefit Strategies Chart

Amegy recognizes executives of successful companies have unique needs that range from bridging the income gap at retirement, retaining key employees as well as developing successful business exit strategies. Amegy’s Executive Benefits Strategies team partners with senior management of our clients' firms to address:

  • Buy-Sell Agreements
  • Key Person Retention
  • Executive Bonus Plans
  • Tax Deferred Compensation Plans
  • Income Gap Replacement
  • Middle Management Carve Out Plans
  • Owner Exit Strategies
  • Business Succession Planning

We help plan for your future and that of your firm.

For more information, please contact:

Rob Jennings
Senior Vice President
281-297-7963
Troy Taylor
Vice President
713-232-1435
Steve Worford
Vice President
281-297-7969

 


 


Investment products and services available at select Amegy Bank N.A. banking centers are offered through Amegy Investments, Inc., member FINRA/SIPC, a registered broker dealer, investment adviser, licensed insurance agency and an affiliate of Amegy Bank N.A. Certain other insurance products are offered through Amegy Insurance Agency, Inc., a licensed insurance agency and affiliate of Amegy Bank N.A. Investment and insurance products offered are NOT insured by the FDIC or any other governmental agency, are NOT deposits or other obligations of, or guaranteed by Amegy Bank N.A., its affiliates, or any other bank, and MAY be subject to investment risks, including the possible loss of principal value or amount invested.