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Business Owners

As a business owner, you have a myriad of challenges that demand your attention. Our customized approach allows you to focus on your business while remaining confident that your investments are being managed effectively. We can also help you identify the right tools for passing along your business most effectively and help you deploy those strategies.

  • We specialize in:
    • Investment management.
    • Income tax review and strategic planning.
    • Estate planning and coordination with attorney.
    • Retirement planning.
    • Education planning.
  • We also provide the following exit planning services:
    • Preparing a business for a third party sale.
    • Planning for an insider sale to a key employee or family members.
    • Utilizing trust and gifting strategies to transfer a family business.
    • ESOP planning.
    • Business continuity planning.
    • Non-qualified deferred compensation planning.
    • Designing advanced qualified retirement plans.

© BOK Financial Private Wealth, Inc., a subsidiary of BOK Financial Corporation.

BOK Financial Corporation offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiary Cavanal Hill Investment Management, Inc., an SEC registered investment adviser. BOKF offers additional investment services and products through its subsidiary BOK Financial Securities, Inc., a broker/dealer, member FINRA/SIPC, and an SEC registered investment adviser, which offers advisory services under its trade name BOK Financial Advisors, and BOK Financial Private Wealth, Inc., also an SEC registered investment adviser. SEC registration does not imply a certain level of skill or training.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE