At Bent Tree Trust Advisors, every client brings unique goals for their life, family, and business. We apply deep expertise and creative thinking to deliver truly customized planning. Our clients range from business owners preparing for transition, to landowners and agricultural families preserving tax‑advantaged legacies, to individuals navigating major life changes, retirees seeking clarity, and high‑net‑worth families focused on maximizing wealth transfer and minimizing taxes.
“Advancing generational wealth through strategic financial, tax, and estate planning.”
Free Yourself from the Stress of Multiple Advisors
Many people with significant assets, businesses, or land find themselves shuttling between financial advisors, CPAs, and attorneys—yet still lack cohesive guidance on minimizing taxes now and in the future. We change that. As a fee‑based, registered fiduciary firm with decades of experience, we take a fully integrated approach for individuals, families, landowners, and business owners. We not only provide direct planning and investment expertise—we also bring your tax, legal, insurance, and financial professionals together, ensuring every advisor is aligned and working from the same strategy.
Who We Support
Businesses, Farmers & Landowners
Farmers, ranchers, landowners, and business owners who want to sell or transfer their assets while minimizing or eliminating inheritance or capital gains taxes.
Women & Individuals
Women and single individuals, those who may be divorced or widowed, who need financial, tax, retirement, and estate planning advice.
Pre-retirees & Retirees
People preparing for retirement, whether married or single, who want to create reliable retirement income, mitigate risk, and reduce their taxes.
High Net Worth Families
Multigenerational families who want to maximize wealth transfer and minimize taxes using advanced trusts and estate planning strategies.
Partner With a Seasoned Fiduciary
With over 30 years of experience, founder and fiduciary Collin LaFollette, CEP® helps high‑net‑worth clients grow wealth and reduce taxes. Operating like a boutique family office—without the layers—we work directly with you and your family to unify every part of your financial life into one coordinated plan. Our focus is simple: grow assets, manage risk, and strategically minimize taxes across generations using proven, sophisticated planning strategies.
”"Our aim is to ensure complete financial clarity, eliminating any unexpected costs."
Collin LaFollette
Not sure whether we’re the right fit? Let’s take a closer look.
Investment Consulting
1. Holistic Risk Evaluation
2. Modern Portfolio Construction
3. Global Asset Allocation
4. Tax & Cost-Efficient Strategies
5. Risk Rebalancing
Advanced Planning
1. Wealth Enhancement
- Strategic Tax and Compliance Oversight
- Cash Flow Planning
2. Wealth Transfer
- Develop a Lasting Legacy
- Efficient Transfer to Family or Non-Family Members
- Insurance Planning & Integration
3. Wealth Protection
- Risk Management
- Legal Structures
4. Charitable Giving
- Philanthropic Legacy
- Tax Reduction
5. Engagement Management
- Plan Coordination & Implementation
- Accelerated Professional Teamwork
Wealth Stewardship
Total Commitment to Client Success
1. Fiduciary Duty
The Highest Standard of Care
- We act with undivided loyalty and utmost good faith
- No Hidden Fees
- Independent Registered Investment Advisor (RIA) since 1999
- Transparent, Academically Proven Investment Approach
2. Proactive Services
Simplify Your Financial Life
- High-Touch Anticipatory Service Model
- Evolves over Multiple Generations
3. Education & Guidance
Make Informed Decisions
- Comprehensive Wealth Plan with Actionable Steps
- Personalized Financial Education Plans
- Live with a Sense of Purpose. Do What You Love. Accomplish what matters most
Resource Library
Our founder, Collin LaFollette, grew up in a family of educators and is committed to making complex financial concepts clear and accessible. We believe education is essential to understanding the ‘why’ behind the financial, investment, retirement, tax, and estate planning strategies we recommend. Explore our resource library and subscribe to our financial newsletter to continue building your knowledge.
Begin Your Journey with Bent Tree Trust Advisors
Our first meeting is complimentary and exploratory, designed to give you valuable insight even if we ultimately aren’t the right fit. The more we learn about your situation, the better we can determine whether we can help you reduce taxes and build wealth for you and future generations.
Bent Tree Trust Advisors
3008 Holford Road
Richardson, TX 75082-3741
P: (972) 336-3362
F: 855-743-4246
collin@benttreetrust.com
