
Leveraging the “Trust Protector” Role as Your Client’s “Wingman”
Trust protector, individual or group, consists of family members or close friends, people with whom grantor believes will best represent intentions.
As a founding member of one of the original “Advisor Friendly” independent trust companies in 1991, and widely considered a “pioneer” in this rapidly expanding arena, he consults with advisors in the strategies and questions necessary to engage clients in the successor trustee dialogue. During his career, he has enabled advisors to capture and manage over $5 billion in new trust assets.
Mike Flinn
Vice President, National Sales Manager
BOK Financial Advisor Trust Services
Direct 480-596-4334 or MFlinn@bokf.com