BOK Financial has announced a strategic partnership with Carson Group to offer expanded trust services to its clients.
The partnership allows Carson Group and its network of more than 460 advisors to further meet their varying client needs with BOK Financial Advisor Trust Services providing objective trust administration solutions nationally. Expanded solutions include serving as trustee or co-trustee in directed and delegated personal trusts, charitable and philanthropic trusts, special needs trusts, court created trusts, trusteed IRAs, and may serve agent for trustee.
“We are thrilled to partner with BOK Financial Advisor Trust Services to expand our offerings and provide our clients with even more comprehensive trust administration solutions. As we aim to serve clients in the best possible manner and be the most trusted for financial advice, we know that having an industry-leading trust solution is imperative. Clients need this type of planning to preserve, grow and manage their wealth,” said Jamie Hopkins, managing partner of wealth solutions, Carson Group. “We share a common commitment to exceptional client service and look forward to working together to help our clients achieve their financial goals.”
“We are proud to partner with Carson Group to deliver trust solutions with the same strong commitment to personalized and responsive client service through experienced professionals expected by Carson’s clients,” added Rosemary Hueser, senior vice president and manager of Advisor Trust Services for BOK Financial. “Our national focus, experience and stability complement Carson’s focus on best-in-class investment solutions and allows advisors to work with clients and their multigenerational families.”
