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

Dedicated Team

We offer a dedicated department with over 135 experienced trust officers to support advisors and their clients. One trust officer is assigned to every account for consistency and accountability.

Financial Strength

Our trust services are backed by BOK Financial Corporation (BOKF), a regional financial services holding company with more than $30 billion in assets. BOKF has a proven track record of success with more than 20 years of positive earnings.

Client Focus

Personalized and responsive advisors offer innovative and value-added trust solutions. We take the time to develop valuable long-term relationships.

LET'S TALK

For specific questions on trust documents or our ability to serve as trustee, contact the Advisor Trust Services department at 888-957-6678.

Rosemary Hueser
SVP, Manager of Advisor Trust Services
rhueser@bokf.com
888-957-6678

Mike Flinn
VP, National Sales Manager
mflinn@bokf.com
877-957-1078