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Private Wealth

Advisor Trust Services

Our trust solutions can help you focus on what's most important — your clients. As you work with them to create a solid financial foundation, we'll work with you to deliver what they need.

Build Multi-Generational Relationships

As a professional advisor, you work closely with your clients to create a solid financial foundation and we uphold your most important asset – the relationship you have with your clients. BOK Financial enhances the advisor/client relationship by providing objective trust solutions while you, the financial advisor, deliver comprehensive investment management with the flexibility of holding client assets with the preferred custodian. To help you develop your advisor-client relationships, we listen first, ask questions and then help you select the right services to fit the client's needs, including:

Let's Talk

For specific questions on trust documents or our ability to serve as trustee, contact the Advisor Trust Services department at 888-957-6678.

Rosemary Hueser
SVP, Manager of Advisor Trust Services
rhueser@bokf.com
888-957-6678

Mike Flinn
VP, National Sales Manager
mflinn@bokf.com
877-957-1078