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As one of the largest and most well-established North American specialty asset managers, we benefit our clients by expertly handling the complex and time-consuming responsibilities associated with specialty asset management.

Today, we are a recognized leader in institutional and trust management of oil, gas and real estate, which includes commercial, residential, urban, farm and ranch, mineral and working interest properties. And with agent and trustee experience centered in the Southwest since 1949, we also have the niche expertise to navigate today’s competitive energy environment.

Leverage the expertise of one of the nation’s largest mineral asset managers.

For mineral asset owners throughout the United States and Canada – including individuals, financial institutions, foundations, trusts, universities and others – BOK Financial Corporation (BOKF) offers comprehensive mineral management services through each of our affiliate banks.

Points of Functional Responsibility

  • Fiduciary mineral management, as agent and trustee
  • Oil and gas accounting, with more than $100M in revenue and more than 5,000 joint interest billings processed each year
  • Oil and gas lease review, evaluation and negotiation, spanning more than 500 leases annually
  • Division order analysis and processing, with more than 2,000 reviewed and processed each year
  • Gas contract and marketing administration
  • Lease, division order and contract file maintenance
  • Exploration and production analysis (well proposals and proposed authority for expenditure)
  • Property valuation (sales, acquisitions, estate tax and annual reporting)
  • Ad valorem tax administration
  • Extensive reporting capabilities and regulatory compliance monitoring via SSAE 16 (SOC-1) audit report
  • Dormant mineral filings, if required
  • Title analysis and title document review
  • General management, reporting and file maintenance, with approximately 1,200 accounts and
  • 60,000 assets under management

Capitalize on our expertise and perspective for effective property management.

Save time and operational costs, eliminate hassles and enhance income with expert real estate services from the banking affiliates of BOK Financial Corporation.

A leader in property management, we serve as the fiduciary for more than 1,200 assets nationwide, including personal residences, income-generating residential and commercial properties, unimproved acreages, vacant lots, farm and ranch lands.

Depend on our experienced staff for cost-effective strategies designed to preserve and enhance your real property assets. Our seasoned professionals are adept at aligning asset performance to your unique investment objectives, estate plan and tax situation.

Urban Property

  • Turn-key management of residential and investment property management
  • Manage sales and acquisitions, lease negotiations
  • Estate settlement and distribution
  • 1031 like-kind exchange

Farm and Ranch Property

  • Develop annual operating plans, including budgets
  • Enrollment in state and federal agricultural and wildlife programs
  • Create and implement wide-ranging conservation programs
  • Monitor stocking rates and grazing pressure
  • Negotiate leases, easements and surface damage repairs

Note and Mortgage Servicing

  • Service and enforce secured and unsecured loans
  • Process and track note payables and receivables
  • Manage foreclosure process
  • Coordinate loan origination and closing
  • Timely resolution of delinquencies

Accounting and Operations

  • Accounts receivable and payable processing
  • Ad valorem tax administration
  • Risk management and maintenance of insurance coverage
  • Detailed monthly, quarterly or annual statements
  • Comprehensive tax reporting


For a free cost / savings analysis or more information, please contact us.

Mineral Management
Trent Baulch
(918) 588-6822

Greg Collins
(918) 293-7516

Real Estate Services
Dennis Moore
(405) 936-3918


Check out the Winter issue of the Energy Outlook.

© 2016 Bank of Oklahoma, a division of BOKF, NA. Member FDIC. Equal Housing Lender.