TRUST SERVICES

In partnership with Bank of Texas, Ackerman Capital Management offers a full range of trustee services to revocable, irrevocable, charitable, and special needs trusts. Through directed trust provisions, Ackerman Capital Management is able to manage the investments of a trust, while Bank of Texas, as the corporate trustee, provides trust administration services including distributions to beneficiaries, tax filings, bill paying, and recordkeeping. Increasingly, trust grantors appreciate the flexibility of such an arrangement as it allows them to select their preferred investment advisor independent of their selection of a corporate trustee

BOK Financial (BOKF), the parent company of Bank of Texas, ranks among the largest fifty banking institutions in the U.S. with nearly $30 billion in assets. With more than 125 trust administrative officers averaging 20 years of corporate trust experience, BOK Financial is able to administer trusts in all fifty states. In addition to personal trust administration, Bank of Texas is able to provide clients of Ackerman Capital Management with a number of fiduciary services including Specialty Asset Management and Administration (with particular expertise in mineral and real estate management), Executor or Co-Executor Representation, Probate Management, Estate Settlement and Administration, and Escrow Services.

Photo by Purestock/Purestock / Getty Images