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Specialized Services

Your needs extend well beyond wealth planning and investment management, which is why we offer a comprehensive collection of financial services designed to take a multi-faceted, yet simplified approach to putting your wealth to work for you.

  • All encompassing

    We look at every opportunity to help you strengthen your legacy and maintain your financial vision. This includes promoting family unity, ensuring smooth transfer of funds to beneficiaries, understanding tax implications and a host of other items that can affect the continuity of wealth.

  • Examples of services we provide include:
    • Stock option planning and analysis.
    • Charitable gift planning.
    • Education funding analysis and planning.
    • Employee benefit analysis and planning.
    • Specialized investment research.
    • Business exit and succession planning.
    • Customized projects.

© 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