Heritage Trust is an independent, privately-owned trust bank that offers trust administration in addition to oil and gas management, real estate management, financial planning, and investment management. Heritage succeeds by building and maintaining relationships through proactive communication, creative and unbiased solutions, and dependable responsive service. Above all, Heritage Trust abides by the fiduciary standard-putting clients’ needs and interests first.
With offices in Oklahoma City, Ponca City, and Southlake, TX, Heritage Trust serves clients throughout the United States and in foreign countries. No matter where you and your families find yourselves in the future, we have the ability to continue to serve you.