BOK Financial is an $80+ billion financial services holding company and has offered financial security to clients for more than 100 years. BOK Financial Advisor Trust Services are offered through their national bank affiliate, BOKF, NA, which is federally chartered and allows them to work with advisors and their clients nationally.

Peak Trust Company is an independent, privately held trust company, serving as trustee of trusts on a nationwide basis and specializing in administration for trusts pursuant to Alaska or Nevada law. With offices in Anchorage, AK and Las Vegas, NV, Peak has 30 employees working with over 2,500 families in all 50 states and numerous countries and currently administers over $8 billion of trust assets.

Sterling Trustees is an independent South Dakota chartered trust company providing trust and administration services to high net worth and ultra-high net worth families. The company currently administers over$5 billion of client trust assets across 350 trusts and 150 families in 25 countries around the world.