Skip to content
BOK Financial logo
Private Wealth

Advisor Trust Services

BOK Financial Advisor Trust Services works directly with financial advisors allowing them to manage their client's trust assets while providing the benefit of a professional trustee. We enhance the advisor/client relationship by delivering objective trust solutions while you, the financial advisor, deliver comprehensive investment management with the flexibility of holding client assets with the preferred custodian.

Person shaking hands with BOK advisor after discussing trust options to safeguard wealth and assets.

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