Personal Trust
As a Trust client, you have access to a world of special
services that help you with the challenges of managing your money - no matter what you
need. You can count on our ability to handle routine and time-consuming chores, such as
regular payment of bills, filing of medical claims, coordination of healthcare payments
and income collection. Our services also entail managing the financial complexities that
come with success. For example, should you need help managing real estate or oil and gas
properties, you can rely on the professionals within Private Financial Services.
Whether your financial needs are commonplace or complicated, we have the resources and
experience to manage your finances and trusts successfully.
Investment Management for Trust
Our investment advisors use a highly disciplined investment process to manage trust
assets.
Cavanal Hill Funds, a diversified family of mutual funds spanning a broad range of asset classes.
Trust Administration
Dependable administration of trusts, including regular tax payments, tax filings and
distributions to beneficiaries, is handled by an experienced team of professionals.
Personal Services
Rely on Private Financial Services to manage time-consuming financial chores for you, such
as bill paying, collection of income, and filing medical insurance claims.
Custody and Safekeeping of
Securities
Our custodial services give you the degree of control over your assets that you wish, as
well as peace of mind that your securities are held safely.
Real Estate and Mineral Property Management
Utilize our decades of experience in managing real estate and oil and gas properties.
Estate Planning Services
We know how difficult it can be to make decisions about the estate that you have worked a
lifetime to build and protect. It's comforting to know that our estate and tax specialists
draw on our unparalleled experience gained during the past 50 years. You will be
pleasantly surprised how easy it is to talk openly and confidently with your personal
account officer.
Relying on trained, objective professionals has its intangible benefits as well. Once a
solid, well-crafted estate plan is in place, you'll feel as though a weight has been
lifted from your shoulders. That's the Private Financial Services advantage.
Personalized Financial and
Retirement Planning
Work with your team of professionals to design a long-term financial plan that is crafted
specifically for your personal circumstances.
Estate Planning Assistance
Your account officer, an Investment specialist, will work with your attorney to develop
and manage an estate plan that gives you maximum control, while minimizing taxes.
Estate Settlement and Administration
The professionals at Private Financial Services have decades of experience in handling the
myriad, intricate steps involved in settling and administering estates.
Co-Executor or Co-Personal Representative Services
Naming us as Co-Executor of your estate means that a trained and impartial corporate
entity will oversee the difficult tasks that are legally required of your Executor.
Probate
Depend on professionals who are skilled at shepherding estates through the probate
process.
Insurance Services
Review life insurance programs with a licensed professional who is trained to help you
find the best possible insurance alternative.
Risk, Affiliation, Offering Entity Disclosure
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