America’s Most Advisor-Friendly Trust Companies Showcase - Flipbook - Page 25
2026 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.
$124T is expected to move from
Boomers to Gen X and Millennials
by 2048*
5X is the approximate amount
Gen X and Millennial wealth will
multiply by 2030*
91% of heirs plan to not use their
parent’s financial advisor**
40% of investors would switch
advisor for estate planning
services***
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
trust solutions 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!
Sources:
*Cerulli
**Cerulli Edge Report, 2023
***wealthmanagement.com
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 Trust Consultant
Phone: (877) 957-1078
Email: rkimmel@bokf.com
States chartered/licensed
in: National Charter
Average account size:
$2.8 million
Total assets (AUA): Over
$100 billion
Custodians supported:
Works with all major
custodians
Number of relationships
with advisors: 500+
Fees
Annual minimum fee: $5,000
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
25
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
