Family Office Services
Our family office team is dedicated to helping your family manage, grow and sustain wealth across multiple generations. We are committed to helping families navigate the challenges and opportunities created by the interplay of family and financial dynamics.
At BOK Financial, we provide an added resource to you and your family, with human capital expertise and coordination of concierge services in support of your family’s goals and objectives.
- Family meeting coordination
- Family learning program
- Philanthropic guidance
- Family governance
- Legacy planning
- Integrated, holistic wealth management
- Balance sheet analysis
- Consolidated net worth statements
- Custom reporting
- Account aggregation
- Secure document storage and sharing
- Expense management
- Concierge services
- Cyber-security analysis
- Property and casualty insurance assessment
- Collectible inventory, appraisal and protection
We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you.
Real Estate Services