There is no substitute for our decades of experience. We have helped clients through every situation imaginable.
Our professionals understand the duties of a trustee and the complexities of trust administration. Our team includes attorneys, CPAs, CFAs, CFPs, and CTFAs. We collaborate with your advisors in all phases of your estate planning.
INTEGRITY & PRIVACY
Confidentiality is a key tenant of being a fiduciary. We employ substantial resources to protect our clients’ data.
We are an Oklahoma company. You will always get to speak with your trust administrator, who is located in Oklahoma and knows your family personally,
as opposed to being put on hold with an outsourced call center. Our relationship with your family is one of personal involvement.
We don’t sell proprietary products nor do we receive compensation from mutual funds your trust is invested in. Our judgement is unbiased. Every recommendation is based entirely upon your best interest.
Administering a trust is a long-term and time-consuming commitment. Anyone can serve as trustee, but a relative or friend may not be knowledgeable in all required phases. They may move away or become incapacitated. We will always be here.