Family Office Services
At BOK Financial, we provide an added resource to your family and your advisors. Providing human capital expertise and coordination of concierge services in support of your family’s goals and objectives. We are committed to helping families navigate the challenges and opportunities created by the interplay of family and financial dynamics.
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Human Capital
- Family meeting coordination
- Family learning program
- Philanthropic guidance
- Family governance
- Legacy planning
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Financial Capital
- Integrated, holistic wealth management*
- Expense management
- Concierge services
- Cyber-security analysis
* Including: Balance sheet analysis, consolidated net worth statements, custom reporting, account aggregation, and secure document storage and sharing.
Let's Talk
We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you.
Private Banking
Dallas: 214-346-3911
North Dallas: 214-346-3955
Fort Worth: 817-348-5775
Houston: 713-357-2256
Fiduciary Services
Dallas: 214-525-7696
North Dallas: 214-346-3973
Fort Worth: 817-302-4952
Houston: 713-357-2257
Financial Planning
Dallas: 972-892-9959
North Dallas: 972-378-7304
Fort Worth: 817-348-5792
Houston: 713-260-5637
Investments
Dallas: 972-892-9959
North Dallas: 972-378-7304
Fort Worth: 817-348-5774
Houston: 713-260-5637
Mineral Management
918-779-6616
Real Estate Services
918-779-6611