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BUILD MULTI-GENERATIONAL RELATIONSHIPS WITH TRUST SOLUTIONS

As a professional advisor, you work closely with your clients to create a solid financial foundation and we uphold your most important asset—the relationship you have with your clients. Bank of Oklahoma enhances the advisor/client relationship by providing objective trust solutions while you, the financial advisor, deliver comprehensive investment management with the flexibility of holding client assets with the preferred custodian.

We Are Experienced: Our trust professionals average 20 years of corporate trust experience to provide the expertise needed to effectively serve clients.
We Are Stable: Backed by parent company, BOK Financial Corporation, a $26 billion regional financial holding company, we are able to provide trust services in all 50 states through our national bank affiliate.
We Are Personal: We are large enough to compete nationally, yet small enough to understand your unique client needs and quickly respond.
We Are Cost Efficient: Our fee structure compares favorably with other trust companies and banks regionally and nationally.
We Are Impartial: As an independent third party corporate trustee, we are not motivated by family issues or the need to keep the peace, thus can serve effectively as a fiduciary.

We offer advisor friendly trust services in the following areas:

  • Personal Trust Administration
  • Specialty Asset Management and Administration
  • Charitable and Philanthropic Trust Administration
  • Individual Retirement Account (IRA) Trust Administration
  • Executor or Co-Executor Representation
  • Probate Management
  • Estate Settlement and Administration
  • Escrow Services

With today’s complex families, professional advisors need an experienced corporate trustee and finding one both experienced and client-focused proves daunting, however, Bank of Oklahoma is that solution to advisors and their clients. You’ll enjoy the confidence of knowing client affairs are conducted within the regulation and oversight of a federally chartered institution. With more than 125 trust administrative officers within our regional footprint, you’ll receive unmatched personal service from a team of local experts.

We invite you to experience our commitment to service and personal attention. For more information, please contact:

Rosemary Hueser
Vice President
Manager Advisor Trust Services
rhueser@bokf.com
(888) 957-6678

© 2014 Bank of Oklahoma, a division of BOKF, NA. Member FDIC. Equal Housing Lender.