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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.

Family looking at the countryside having conversations about money goals, expenses and long-term wealth management.

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

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We look forward to helping you protect and manage your wealth. Give us a call, or complete the form and we will contact you.

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