Professional Trustee Considerations and Recommendations

We have three different services that we recommend, but any corporate trustee can be named:

BOK Financial Advisor Trust Services
​https://www.bokfinancial.com/wealth/products-and-services/private-banking-and-wealth-management/advisor-trust-services

For more information we recommending reaching out to:
Rosemary Hueser
​[email protected]
(888) 957-6678

Cumberland Trust
​[email protected]
(615) 481-0902 / (615) 783-2544

National Advisors Trust
​www.nationaladvisors.com