吸引和保留信托资产：了解信任并通过使用它们建立多代关系.pdf

1、Attract and Retain Trust AssetsUnderstanding Trusts and Creating Multi-Generational Relationships Through their UseRosemary HueserSVP,Manager Advisor Trust ServicesR888-957-6678BOK Financial Snapshot:Strength,Stability&Consistency2More than a 100-year-old institutionBOKF is a diversified$100 billion

2、 regional financial services company with a geographical focus in the Southwest,Midwest and the Rockies.Top 30 U.S.-based bank*28 years of consecutive profitability11.94%Tier 1 Capital Ratio(6%is considered well capitalized)Dedicated to the“Advisor Friendly”trust business modelMore than 4,500 employ

3、ees and 100+locations$56 billion in fiduciary assetsNASDAQ:BOKFAs of 3/1/2023Key Statistics$22 billionLoans$30 billionDeposits$56 billionFiduciary Assets$99 billionAssets Under Management&AdministrationBOK Financial is a trademark of BOKF,NA which operates as Bank of Albuquerque,Bank of Oklahoma,Ban

4、k of Texas and BOK Financial.Member FDIC.Equal Housing Lender.2022 BOKF,NA.BOK Financial Corporation(BOKF)offers wealth management and trust services through various affiliate companies and non-bank subsidiaries,including advisory services offered by BOKF,NA and its subsidiary,and Cavanal Hill Inves

5、tment Management,Inc.,a SEC registered investment adviser.BOK Financial Corporation offers additional investment services and products through its subsidiary,BOK Financial Securities,Inc.,a broker/dealer,member FINRA/SIPC,and an SEC registered investment adviser and BOK Financial Private Wealth,Inc.

6、,also an SECregistered investment adviser.NOT FDIC INSURED|NO BANK GUARANTEE|MAY LOSE VALUE.BOKF,NA(Bank)Long Term Issuer Credit Ratings*RATINGAGENCYA3MoodysBBB+S&PAFitchWhats Really Important to Your Clients?Services provided by BOKF,NA.Member FDICRecent research indicates that over 90%of high net-