Trust Administration
Administration services for trusts serving individuals and families.
Lone Oak Trust Company
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About Lone Oak Trust Company
Lone Oak Trust Company is an independent trust company. Based in Fort Worth, it serves Texas individuals and families with confidential trust and estate services. The company provides trust administration, estate administration, and investment management through an open architecture approach. Its fiduciary model does not include commissions or proprietary investment products, while investment oversight may accommodate pre-existing relationships that meet its due diligence standards. Lone Oak also offers Family Concierge and Partnership platforms, working alongside attorneys, accountants, family offices, and other advisors. Its administration is designed to provide continuity for families across generations. The company is locally owned and serves high-net-worth individuals and families through a holistic understanding of their financial circumstances.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Estate Administration
Professional administration services for estates.
Investment Oversight
Open architecture investment management without proprietary products.
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