About Bent Tree Trust Advisors
Bent Tree Trust Advisors was founded by Collin LaFollette in 1996. Located in Richardson, Texas, the firm has clients in multiple states, and we conduct business both in person and online using software like Zoom, depending on your preference. As a fee-based, registered, fiduciary investment advisory firm with decades of experience, Bent Tree Trust Advisors brings a holistic approach to individuals, families, landowners, and business owners. We provide many services directly as well as coordinating with other experts for you as needed from the tax, investment, insurance, and legal fields.
Fiduciary
Independent
Registered RIA
Financial+Tax+
Estate
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
About Our Name “Bent Tree”
In Native American lore, certain trees were bent at their trunk when they were young so that they would grow into shapes that could be easily identified later as trail markers, guiding the way to fresh water sources and the best hunting and campgrounds. We chose this as our company name in part because our goal is to guide our clients clearly, leading them toward innovative, advanced strategies to help to grow their wealth, mitigate taxes, manage risks, and pass on a tax-advantaged legacy to future generations.
Comprehensive Wealth Formula
Who We Serve
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.
How to Get Started with Bent Tree Trust Advisors
We want our first meeting with you to be as productive as possible and want you to receive beneficial information even if at the end of the meeting we decide we are not a good fit to work together. The first meeting is designed to be exploratory, and it’s complimentary. That said, the more we learn about you and your situation, the better we may be able to assess whether or not we can help you save money on taxes and grow your wealth now and for future generations.
Bent Tree Trust Advisors
3008 Holford Road
Richardson, TX 75082-3741
P: (972) 591-7002
F: (855) 743-4246
collin@benttreetrust.com
