Personal trust advisement, executor/co-executor designation, probate representation and estate settlement and administration.
Ideal for self-trusteed trusts and charitable foundations, we take responsibility for the safekeeping and custody of your assets, while you and/or your investment advisor control the investment decisions.
When you ask someone to take care of your legacy, you’re giving them much more than money. You’re giving them trust. And that’s something we never take lightly. So whether you are setting up a trust or a private foundation, we’re focused on creating a customized plan that has the best interests of you and your beneficiaries in mind, not ours. Contact us to help you manage your wealth today—to take care of your tomorrow.
We’re part of BOK Financial Corporation, a diversified more than $30 billion regional financial services company, and one of the top 25 largest U.S.-based, publicly traded bank holding companies.
Tracing our banking roots back to 1910, we’ve offered financial security for more than 100 years.