About

Lone Oak Trust Company is a locally owned, independent trust company located in Fort Worth, Texas. Our primary focus is to serve high-net worth individuals and families through professional, confidential, trust and estate services. We are committed to the tradition of attentive and confidential service and take a holistic approach to understand our client's full financial picture.

Lone Oak Trust Company provides investment management services through an open architecture approach. We can work with any investment management firm, building diversified portfolios through our relationships with investment managers all under one administrative umbrella. We are happy to accommodate pre-existing relationships, provided they meet our due diligence standards. As a true fiduciary, we do not receive any commissions, nor do we market any proprietary investment products.  

Lone Oak Trust Company sets itself apart by providing flexible, responsive, and personal services with the advantages of an organization that is regulated, capitalized, and professionally staffed. We can fit seamlessly into existing relationships with attorneys, accountants, family offices, and other advisors. Most importantly, Lone Oak Trust Company provides continuity of administration over generations.