After working for more than 30 years as a bank trust officer and executive
, E. Deane Kanaly created
Kanaly Trust in 1975 with the hope of changing the way people take care of their financial affairs. Deane saw many successful people make a very good living. He also saw these friends, clients and business associates miss opportunities to make the most of their wealth due to lack of time, interest or knowledge. He wanted to develop a vehicle to provide comprehensive, objective financial guidance to these successful colleagues early in their lives. He hoped to help them capitalize on their wealth and therefore truly enjoy it.
The purpose of
Kanaly Trust is to provide you personal assistance in the planning and management of your financial affairs. This enables you to achieve a new dimension of freedom – financial freedom. Deane also dedicated his company to remaining free from any conflict of interest and meeting your needs solely in your best interest. His family members play a key role in the company. His wife
, Ginger
, served as the company’s bookkeeper in the early years and sits on the Board of Directors to this day. Deane and Ginger’s sons Steve
, Jeff and Drew have grown with the business from its inception. After Deane's passing in 2006 Drew was elected Chairman of the Board of Kanaly Trust and Jeff was elected Chairman of the Board of The Kanaly Company, its holding company. Steve retired in 2008, but continues his involvement on Kanaly Trust's Board of Directors.
Today, Deane's original vision still endures at
Kanaly Trust. The company now employs over 60 associates in
Houston and manages approximately $2 billion in assets. In addition to
asset management, Kanaly Trust 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 $4 billion and works closely with clients worldwide. 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 desire to better the profession and take care of clients.
