Family Office Services
At BOK Financial, 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.
Arkansas Contacts
Private Banking
918-293-7584
Family Office Services
214-525-7696
Fiduciary Services
918-293-7583
Investments
918-293-7572
Mineral Management
918-779-6616
Real Estate Services
918-779-6611
Additional Contact Information
Arizona Contacts
Fiduciary Services
480-596-4322
Investments
480-596-4343
Mineral Management
918-779-6616
Real Estate Services
918-779-6611
Additional Contact Information
Colorado Contacts
Trust Services
303-864-7220
Investment Management
303-864-7234
Mineral Management
918-779-6616
Real Estate Services
303-864-7267
Additional Contact Information
Kansas | Missouri Contacts
Private Banking
913-307-1821
Family Office Services
214-525-7696
Fiduciary Services
913-307-1842
Investments / Financial Planning
913-234-6659
Mineral Management
918-779-6616
Real Estate Services Statewide
913-307-1849
Additional Contact Information