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Trust Services

Trust services play an integral role in the enhancement and preservation of wealth. There are many service providers ready to answer single-issue questions, but there are few advisors who are capable of coordinating legal, accounting, trust, and other professional needs on a continuous and consistent basis.

Personal financial and estate planning is not a one-time event, but an evolving process. Financial decisions made today can quickly become obsolete due to changes in the federal tax laws or personal finances structure. An ever-changing environment dictates the need for a competent and objective advisor to assist in developing and implementing a plan.

We have strategically aligned with BOK Financial to provide our clients with personal trust administration services. Together with your legal and tax advisors, we can help create trust strategies to help you reach your planning goals. BOK Financial is a nationally chartered trust company regulated by the Office of the Comptroller of the Currency (OCC).*

Through BOK Financial, we can provide full fiduciary services for our clients that include:

  • Charitable Trusts
  • Family Trusts
  • Testamentary Trusts
  • Revocable and Irrevocable Trusts
  • Irrevocable Life Insurance Trusts
  • Court-Appointed Trusts

To learn more about the benefits of trust services for your family, please call to make an appointment.