America's Most Advisor-Friendly Trust Companies 2024 - 20

2024 AMERICA'S MOST ADVISOR-FRIENDLY TRUST COMPANIES
BOK FINANCIAL
Rosemary Hueser
SVP, Manager
Advisor Trust
Services
BOK Financial Advisor Trust Services
7101 College Blvd, 11th Fl, Overland Park, KS 66210
www.BOKFinancial.com/AdvisorTrustLibrary
Tracing our roots back to 1910, BOK Financial has offered trust
services to clients for more than 100 years. Our national charter
allows us to work with advisors and their clients across the country.
BOK Financial enhances the advisor-client relationship by providing
objective trust solutions, while financial advisors deliver comprehensive
investment management services with the flexibility of holding trust
assets with their preferred custodian. BOK Financial is responsible for
trust administration, as well as offering additional support and expertise
in complex estates with unique or special assets such as real estate, oil
and mineral management, farmland, etc.
Deciding on the " best "
corporate trustee, among the
advisor-friendly trustees, is
simple, and it's what sets BOK
Financial apart . . .
We focus on and deliver a
higher standard of service
to advisors and their clients.
While any trust company can
serve as trustee, what really
matters most to advisors is
how that service is delivered.
Most advisors want their
trustee partner to provide the
same level of service they
provide to their clients, and
BOK Financial meets and
strives to exceed that standard.
We lead the industry in
professional and personalized
trust administration solutions
through experienced and
responsive staff.
To further evaluate, make
sure you are asking the right
questions when selecting a
trustee . . .
* How long has their company
been around and in the
" advisor friendly " space?
* What is the experience and
turnover rate of the staff?
* Do they have expertise and
experience to work with
estates that have more
than marketable securities?
That is, business interests,
real estate, mineral rights,
collectibles, etc.?
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
QUALITY
FINANCE
DIRECTION
DECISION MAKING
PLANNING
BANKRUPT
* Is the on-boarding process
well defined with specific
deliverables delivered by
experienced staff who can
manage both you and your
client's expectations?
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
Backed by the strength and stability of BOK Financial Corporation-
with more than $100 billion in assets under management and
administration-the BOK Financial Advisor Trust Services business
line brings truly formidable resources to the table, while still offering
personalized and responsive services. The team carries an average of
more than 20 years of experience in the corporate trust arena, and also
boasts experienced and respected subject matter experts and thought
leaders to assist you in leveraging this growing opportunity.
© BOK Financial. Services provided by BOKF, NA. Member FDIC.
New business contacts:
Primary
Rosemary Hueser
Senior Vice President,
Manager Advisor Trust
Services
Phone: (888) 957-6678
Email: rhueser@bokf.com
Secondary
Randy Kimmel
National Sales Manager
Phone: (877) 957-1078
Email: rkimmel@bokf.com
States chartered/licensed
in: National Charter
Average account size:
$1.8 million
Total assets (AUA): Over
$100 billion
Custodians supported:
Works with all major
custodians
Number of relationships
with advisors: 500+
Fees
STRATEGIC FEATURES
The estate planning attorney can create the plan and the estate documents; however,
BOK Financial can work with any of these trusts and topics when administering trusts,
per the trust document and state trust statutes.
47 ED I T A B L E L I N E I C O N S S E T
PROJECT
COMPREHENSIVE ESTATE
PLANNING FOR ULTRA-HIGHNET-WORTH
CLIENTS
CREATION OF ASSET
PROTECTION TRUSTS
CONTRACT
DIGITAL ASSET ESTATE
PLANNING
GROWTH
ORGANISATION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
REPORT ANALYSIS
47 ED I T A B L E L I N E I C O N S S E T
INVESTMENT
ORGANISATION
ADVERTISING
ESTATE PLANNING FOR
BLENDED FAMILIES
BUSINESS
STRATEGY
TAKE OVER
STRATEGY
PRESENTATION
BUSINESS
STRATEGY
PROBLEM SOLVING
ACHIEVEMENT
CAPITAL
VISION
BUSINESSMAN
IDEA
REPORT
WORKFLOW
STRATEGY
ESTATE PLANNING FOR HIGHNET-WORTH
INDIVIDUALS
REVENUE
VISION
DEFENSE STRATEGY
ACHIEVEMENT
BUSINESSMAN
CAPITAL
IDEA
FINANCIAL ADVISOR
MANAGING
PROJECT
TAX
CONTRACT
INNOVATION
BOARD MEETING
PRODUCTIVITY
FINANCIAL ADVISOR
MANAGING
FOUNDATIONAL ESTATE
PLANNING
QUALITY
TAX
INNOVATION
FINANCE
BOARD MEETING
PRODUCTIVITY
DIRECTION
GROWTH
DECISION MAKING
QUALITY
FINANCE
DIRECTION
TIME IS MONEY
GUIDANCE
PLANNING
BANKRUPT
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
DECISION MAKING
PLANNING
BANKRUPT
REPORT ANALYSIS
INVESTMENT
ORGANISATION
ADVERTISING
TIME IS MONEY
ORGANISATION
REPORT ANALYSIS
CALENDAR
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
PRESENTATION
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
PRESENTATION
PROBLEM SOLVING
REPORT
WORKFLOW
REVENUE
INVESTMENT
ORGANISATION
ADVERTISING
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
TAKE OVER
PROBLEM SOLVING
TAKE OVER
REPORT
WORKFLOW
REVENUE
DEFENSE STRATEGY
DEFENSE STRATEGY
20
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
PROJECT
CONTRACT
SUSTAINABLE ESTATE
PLANNING
GROWTH
ORGANISATION
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
PHILANTHROPIC ESTATE
PLANNING
RETIREMENT ASSET
ESTATE PLANNING
SPECIAL NEEDS TRUST
FORMATION
47 ED I T A B L E L I N E I C O N S S E T
Annual minimum fee: $4,000
for directed trusts (marketable
securities)
Fee scale (directed trust
services): Starts at 50 bps
for marketable securities
and reduces as trust assets
increase. Additional fees for
unique or special assets
Fee scale (delegated trust
services): Starts at 65 bps
for marketable securities
and reduces as trust assets
increase. Additional fees for
unique or special assets
Number of in-house
experts: 130+
Trust accounting system:
Global Plus
Supports directed trusts: Yes
Supports delegated trusts:
Yes
Typical timeframe for
acceptance of new trust:
Review of trust/supporting
documents within 24-48 hours
Marketing support includes:
Experienced trust professionals
with decades in the industry,
trust education program with
CE credits, client and attorney
marketing pieces, dedicated
support team for advisors
http://www.BOKFinancial.com/AdvisorTrustLibrary
America's Most Advisor-Friendly Trust Companies 2024

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