Family Office Services
At BOK Financial, we provide an added resource to your family and your advisors. Providing human capital expertise and coordination of concierge services in support of your family’s goals and objectives. We are committed to helping families navigate the challenges and opportunities created by the interplay of family and financial dynamics.
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Human Capital
- Family meeting coordination
- Family learning program
- Philanthropic guidance
- Family governance
- Legacy planning
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Financial Capital
- Integrated, holistic wealth management*
- Expense management
- Concierge services
- Cyber-security analysis
* Including: Balance sheet analysis, consolidated net worth statements, custom reporting, account aggregation, and secure document storage and sharing.
Conversations Beyond the Money
Maureen Kelley, director of family office services, and family wealth psychologist Dr. Jim Grubman discuss how individuals and families can adjust to wealth effectively over time, a topic covered in Dr. Grubman's widely renowned book, Strangers in Paradise: How Families Adapt to Wealth Across Generations.
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: 918-293-7579
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: 405-272-2565
Investments
Tulsa Area: 918-293-7572
Oklahoma City Area: 405-272-2565
Mineral Management
918-779-6616
Real Estate Services
918-779-6611