Advisor Trust Services
Our trust solutions can help you focus on what's most important — your clients. As you work with them to create a solid financial foundation, we'll work with you to deliver what they need.
Build Multi-Generational Relationships
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. To help you develop your advisor-client relationships, we listen first, ask questions and then help you select the right services to fit the client's needs, including:
- Personal Trust Administration
- Court-Created Trusts
- Special Needs Trusts
- Agent for Trustee
- Principal and Income Accounting
- Specialty Asset Management and Administration
- Charitable and Philanthropic Trust Administration
- Estate Settlement and Administration
For specific questions on trust documents or our ability to serve as trustee, contact the Advisor Trust Services department at 888-957-6678.
SVP, Manager of Advisor Trust Services
VP, National Sales Manager