What We Do
Each of our clients at Bent Tree Trust Advisors is completely unique, with a specific set of circumstances and distinct wealth goals for their lives, families, and businesses. We bring our experience, education, training, and creativity to each situation, providing customized planning and tailored services to you. Our clients include business owners ready to sell or retire; landowners, farmers and ranchers; individuals who may be single, widowed, or divorced; couples or individuals getting ready to retire; and multigenerational families who want to maximize wealth transfer while minimizing taxes.
Our Overall Approach
Although each plan is unique, our overall approach is to serve your best interests. Our overreaching goals are to:
Establish an advisory team of professionals and experts in various disciplines which work in harmony with your family members to provide integrated financial, legal, tax, and life advice focused on your priorities, while making best use of your time.
Develop an integrated financial, legal, and life plan that your team will help maintain and adapt as your situation changes throughout the years.
Provide inspiration for you and your loved ones—involving your children and grandchildren—by developing and implementing a family vision and goals statement.
Help your whole family live their lives to the fullest and enjoy using their personal and financial strengths for the benefit of themselves, their family, and their world at large.
Provide life planning for all three types of capital: Human Capital, Social Capital, Financial Capital
Provide a network of unique solutions for your estate, tax, investment, retirement, and risk planning.
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
Collin LaFollette, CEP®
Founder, Financial Advisor
Work with an Experienced Fiduciary
Bent Tree Trust Advisors founder and fiduciary, Collin LaFollette, CEP® (Certified Estate Planner), has 30 years of experience helping those with high net worth grow their wealth while mitigating taxes. Similar to a boutique family office, but with no layers, Bent Tree Trust Advisors coordinates directly with you and your designated family members to bring all aspects of your multigenerational financial life together into one cohesive plan. Our focus is on growing assets, managing risks, and mitigating, minimizing or eliminating taxes now and for future generations using little known but highly effective tax and estate planning strategies.
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
