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

Attract and Retain Trust AssetsUnderstanding Trusts and Creating Multi-Generational Relationships Through their UseRosemary HueserSVP, Manager Advisor Trust ServicesRhueser@bokf.com888-957-6678BOK Financial Snapshot: Strength, Stability & Consistency2•More than a 100-year-old institution•BOKF is a diversified $100 billion 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 profitability•11.94% Tier 1 Capital Ratio (6% is considered well capitalized)•Dedicated to the “Advisor Friendly” trust business model•More than 4,500 employees and 100+ locations•$56 billion in fiduciary assets•NASDAQ: BOKFAs of 3/1/2023Key Statistics$22billionLoans$30 billionDeposits$56 billionFiduciary Assets$99billionAssets Under Management & AdministrationBOK Financial® is a trademark of BOKF, NA which operates as Bank of Albuquerque, Bank of Oklahoma, Bank of Texas and BOK Financial. Member FDIC. Equal Housing