JC Duque
Vice President, Senior Private Wealth Advisor, Bank of Texas
Advises high-net-worth families and business owners from Bank of Texas in Austin on investment strategy, estate and legacy planning, lending, and liquidity events. He is the main point of contact, with specialists for portfolios, alternatives, oil and gas, and family office services.
- Services
- Investment Oversight, Private Markets Advisory, Wealth Structuring, Estate & Succession, Governance
- Focus
- Public Markets, Private Equity, Multi-Asset
- Geography
- North America
- Cities served
- Austin
- Client size
- $3m to $5m and up. Family office relationships typically from $75m to $100m.
- Based in
- Austin, TX
- Firm size
- 20+ advisors
- Languages
- Spanish, English
- Credentials
- Certified Exit Planning Advisor (CEPA)
JC is a Vice President and Senior Private Wealth Advisor at Bank of Texas in Austin, part of BOK Financial. He works with high-net-worth families, business owners, and executives on investment strategy, estate and legacy planning, lending, and the planning that follows a liquidity event. A Certified Exit Planning Advisor (CEPA), he helps founders prepare both the business and the family for a sale.
He has spent more than 25 years in private wealth, including about ten years at J.P. Morgan Private Bank with high-net-worth and ultra-high-net-worth clients, and time at Bank of America Merrill Lynch with wealthy families. He joined Bank of Texas in March 2026. He holds a Master of Arts in Integrated Market Management and a Bachelor of Science in Business Administration from Universidad Metropolitana in Caracas. He is a member of the Exit Planning Institute, the Greater Austin Hispanic Chamber of Commerce, and the Lakeway Chamber of Commerce.
Clients reach JC as the relationship manager. An associate in Austin supports him, and specialists across the bank cover portfolio management, alternatives, oil and gas, trust, insurance, and family office services. He works with relationships from about $3 million to $5 million and up. The bank's family office platform is usually for families at $75 million to $100 million or more. He is based in Austin and will travel for the right relationship. His book is limited to U.S. citizens and U.S. residents.
Join Asora's trusted advisors
Every listing is reviewed by the Asora team. Tell us about your practice, the families you serve, and where you work.
About the advisors in this directory. The advisors listed here are independent firms and professionals. They are not employed by Asora and do not act on Asora's behalf. Their advice and services are their own responsibility, and any agreement is made directly between you and the advisor.