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Private Wealth

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.

Conversations Beyond the Money

Maureen Kelley, director of family office services, and family wealth psychologist Dr. Jim Grubman discuss how individuals and families can adjust to wealth effectively over time, a topic covered in Dr. Grubman's widely renowned book, Strangers in Paradise: How Families Adapt to Wealth Across Generations

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: 817-348-5773
Houston: 713-260-5637

Investments
Dallas: 972-892-9959
North Dallas: 972-378-7304
Fort Worth: 817-348-5773
Houston: 713-260-5637

Mineral Management
918-779-6616

Real Estate Services
918-779-6611

Additional Contact Information