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Private Wealth

Real Estate Management

Count on our cost-effective and informed strategies in fiduciary property management. We can work together to preserve and enhance your real estate property assets.

Property Administration for Structures and Land

Along with our other banking divisions, we serve as trustee and agent for more than 1,500 assets nationwide, including personal residences, income-generating residential and commercial properties, unimproved acreages, vacant lots, farms and ranch lands. Learn more about what we can take care of for you, including:

  • From urban residential and commercial structures to farm and ranch land, we can help. In addition, we provide mortgage application services, full-service accounts and receivables, and we'll stay on top of taxes, reporting, accounting and operations.

  • We've established and improved upon thousands of loans, notes, foreclosures, delinquencies and more. Our top-notch negotiating skills can be a huge benefit to you and your investment. With a seasoned professional at the helm, you're in a position to make the most of your investment.

  • Knowledge is power. Our dedicated advisors align asset performance to your investment objectives, estate plan and tax situation. We listen to what you want your property to do, and we'll work hard to make it happen.

We Can Help Our Clients with:

  • Residential and investment property management.
  • Sales, acquisitions and lease negotiations.
  • Estate settlement and distribution.
  • 1031 like-kind exchange.
  • Develop an annual operating plan, 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.
  • Service and enforce secured and unsecured loans.
  • Process and track note payables and receivables.
  • Management of the foreclosure process.
  • Coordination of loan origination and closing.
  • Timely resolution of delinquencies.
  • 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.

Let's Talk

We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you.

Private Banking
Tulsa Area: 918-293-7582
Oklahoma City Area: 405-272-2558

Trust Services
Tulsa Area: 918-293-7560
Oklahoma City Area: 405-272-2348

Fiduciary Services
Tulsa Area: 918-293-7560
Oklahoma City Area: 405-272-2348

Financial Planning
Tulsa Area: 918-293-7572
Oklahoma City Area: 405-272-2085

Investments
Tulsa Area: 918-293-7572
Oklahoma City Area: 405-272-2085

Mineral Management
918-779-6616

Real Estate Services
918-779-6620

Additional Contact Information