Family Office Services
At Bank of Oklahoma, we provide your team and your family an added resource with financial capital expertise and coordination of concierge services to support your family’s goals and objectives.
- State of the art technology solutions
- Balance sheet analysis
- Consolidated net worth statements
- Custom reporting
- Account and data aggregation
- Tax gathering
- Comprehensive risk management and cyber security analysis
- Philanthropic and charitable coordination and assistance
- Bookkeeping
- Sophisticated bill pay services
- Financial reporting
- Forecasted annual budgeting
- Class-based reporting and analysis
- Human resources and payroll administration
- Compliance and tax assistance
Let's Talk
We look forward to helping you protect and manage your wealth. Give us a call and we will contact you.
Private Banking
Tulsa Area: 918-293-7560
Oklahoma City Area: 405-272-2558
Family Office Services
214-525-7696
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