America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 24
2026 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.
It’s estimated $80 trillion is
exchanging hands in the great
wealth transfer. It is estimated
that 75% of wealth transferred
will be in trusts. If trusts are not
on your radar, they should be.
By now, most advisors realize
that with wealth transferring to
the next generation, their role
with the family is extremely
valuable and offering a trust solution is the lynchpin to attracting and retaining relationships
and fees from trust assets.
Let us help you to attract and
retain trust assets and relationships through the use of trusts
by immediately implementing
these key questions in your next
client meeting.
ATTRACT
• Are you the beneficiary or cotrustee of an existing trust?
• Are you satisfied with your
current corporate trustee’s
service, fees, and/or investment performance?
• Are you interested in
me(advisor) managing the
trust assets?
RETAIN
• Do you currently have a Will
and/or Living Trust?
• Would you be interested in
naming a “Successor Corporate Trustee” that will allow
me to continue to manage
the trust assets should you
die or become incapacitated?
If your client answers YES to
these questions, let us help
you out!
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
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
STR AT E G I C F E AT U R E S
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.
COMPREHENSIVE ESTATE
PLANNING FOR ULTRA-HIGHNET-WORTH CLIENTS
PHILANTHROPIC ESTATE
PLANNING
RETIREMENT ASSET
ESTATE PLANNING
CREATION OF ASSET
PROTECTION TRUSTS
DIGITAL ASSET ESTATE
PLANNING
SPECIAL NEEDS TRUST
FORMATION
ESTATE PLANNING FOR
BLENDED FAMILIES
SUCCESSION PLANNING FOR
FAMILY BUSINESSES
ESTATE PLANNING FOR HIGHNET-WORTH INDIVIDUALS
SUSTAINABLE ESTATE
PLANNING
FOUNDATIONAL ESTATE
PLANNING
TAX-EFFICIENT PLANNING
FOR MAJOR TRANSACTIONS
INTEGRATING ADVISORS IN
TRUST MANAGEMENT
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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
