Wealth

Bank OZK Trust and Wealth Professionals are available to provide individual consultation, financial planning, trust and investment management services to help you meet your financial goals with timely advice and expertise tailored to reflect your individual priorities and values.

Trust Wealth Wealth

Services We Provide

Our team can provide you with peace of mind through:

Investment Management Services
Custodial Bank
Retirement Planning
Employee Benefit Plans
Endowments, Foundations, and Charitable Contributions

Financial & Retirement Planning

Build a unique program to meet your needs. Your life is complex and a holistic approach towards planning your finances has never been more important. Bank OZK strives to understand each of our client’s financial goals while building an individualized plan of action to get you on your way. Our financial planning professionals are knowledgeable, experienced, compassionate and dedicated to helping you stay focused to realize your financial dreams.

Investment Management Services

Our investment philosophy is focused on providing diversified, high quality investment portfolios designed to meet each of our client’s unique needs.

Custodial Bank

As your custodian, Bank OZK can help you streamline the time-consuming process of managing all your investment activity, allowing you to concentrate on the big picture.

Read more about Custodial Banking Services

Custodial services include:

Safekeeping of assets
Timely settlement of securities transactions
Collecting dividend and interest payments
Presenting called or mature bonds for payment
Daily investment of cash balances
Processing stock splits, mergers, or other corporate actions that impact your holdings
Detailed statements of all your securities, including current market value and important tax information

Employee Benefits

Retirement plans offer many attractive benefits to employers by helping to retain experienced employees, attract qualified employees, and provide tax benefits through the deductibility of employer contributions. We can provide professional investment management and advice to ensure the plan’s assets are invested for the future benefit and security of the plan’s participants.

Endowments, Foundations, and Charitable Planning

Endowments, Foundations, and Charitable Trusts can not only help to reduce or eliminate estate and capital gains taxes, but these vehicles also serve as effective estate planning tools allowing you to accomplish your charitable goals, while also providing for future generations. Our estate planning experts are available to assist you with both the architecture and administration of your charitable legacy.

Read more about Endowments, Foundations, and Charitable Trust Services

Our services Include:

Helping you create your legacy by exploring your charitable gifting options
Assistance in selection of best assets for charitable gifts
Customized investment management of charitable funds
Service as a trustee for charitable remainder trusts, charitable lead trusts and private foundations

Sustainable World Investments

Building a healthy environment for our families and future generations is more important than ever. Sustainable investing provides an opportunity for investors to align their values with their investments for a positive impact in the world without sacrificing performance.

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1-800-274-4482

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