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Private Wealth

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.

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

Additional Contact Information