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High-Net Worth Individuals and Families

Considerable wealth demands considerable attention and strategic planning. Our advisors have extensive experience in helping high net worth individuals and families better distribute and monitor their wealth through diverse investments designed to not only grow your legacy, but protect it too.

Services we offer include:

  • Investment management.
  • Income tax review and strategic planning.
  • Estate planning and coordination with attorney.
  • Retirement planning.
  • Education planning.

© 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