Business Services
Issues surrounding earnings and human resources can often be difficult and complex. To see these issues more clearly and manage them effectively, you need the right financial partner.
Successful business owners and managers face unique challenges to maintain and grow the enterprise for which they are responsible. Our wealth management team works with a range of entities to address questions and concerns about insurance, retirement plans, health savings accounts, and capital growth funds and the subsequent tax impact associated with moving dollars in or out of those areas. We can provide you with advice and guidance across all of the areas that affect your business.
Our business solutions include:
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Our knowledgeable teams have the experience to help your business grow and change. And with our wide range of business services to draw from, we can customize a solution to fit your company's specific needs.
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One of the top priorities for any business owner is attracting and retaining the right talent. We can suggest a range of options for you to single out and reward key employees, such as:
- Non-Qualified Stock Options
- Incentive Stock Options
- Voting and Non-Voting Stock
- Phantom Stock
- Stock Bonus
- Restricted Stock
- Rabbi Trust
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What's the best way to transition ownership of your company? If you're asking this question, you're already ahead of the game. According to the Small Business Administration, fewer than one-third of businesses owners have a succession plan, and many of these businesses do not survive the second generation.* Our wealth management team has the knowledge and experience to help guide you in the right direction.
Let's Talk
We look forward to helping you protect and manage your wealth. Give us a call and we will contact you.
Arkansas
Private Banking
918-293-7584
Family Office Services
214-525-7696
Fiduciary Services
918-293-7583
Investments
918-293-7572
Mineral Management
918-779-6616
Real Estate Services
918-779-6611
Additional Contact Information
Arizona
Private Banking
480-596-4354
Family Office Services
214-525-7696
Fiduciary Services
480-596-4322
Financial Planning
480-596-4343
Investments
480-596-4343
Mineral Management
918-779-6616
Real Estate Services
918-779-6611
Additional Contact Information
Colorado
Private Banking
303-539-2886
Family Office Services
214-525-7696
Trust Services
303-864-7220
Financial Planning
303-864-7241
Mineral Management
918-779-6616
Real Estate Services
303-864-7267
Investment Management
303-864-7234
Additional Contact Information
Kansas | Missouri
Private Banking
913-307-1821
Family Office Services
214-525-7696
Fiduciary Services
913-307-1842
Investments / Financial Planning
913-234-6659
Mineral Management
918-779-6616
Real Estate Services Statewide
913-307-1849