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BOK Financial
Private Wealth

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

Let's Talk

We look forward to helping you protect and manage your wealth. Give us a call and we will contact you.

Arkansas

Private Banking
918-293-7584

Fiduciary Services
918-293-7583

Investments
918-293-7572

Mineral Management
918-779-6616

Real Estate Services
918-779-6611

Additional Contact Information


Arizona

Private Banking
480-596-4354

Fiduciary Services
480-596-4322

Financial Planning
480-596-4343

Investments
480-596-4343

Mineral Management
918-779-6616

Real Estate Services
918-779-6611

Additional Contact Information


Colorado

Private Banking
303-539-2886

Trust Services
303-864-7220

Financial Planning
303-864-7241

Mineral Management
918-779-6616

Real Estate Services
303-864-7267

Investment Management
303-864-7234

Additional Contact Information


Kansas | Missouri

Private Banking
913-307-1821

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