Lone Oak Trust Company

Home
United States
Fort Worth, TX
Lone Oak Trust Company

Call Directions Website Contact the business

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Lone Oak Trust Company, Financial service, 301 Commerce Street, Suite 1900, Fort Worth, TX.

10/08/2026

We had a great time at the Cliburn Classic last week! We are proud to support The Cliburn and their commitment to advancing the arts in Fort Worth.

09/21/2026

A meaningful afternoon of conversation, connection, and inspiration. We were honored to gather at Fort Works Art for Legacy by Design, the second event in our More Than a Matriarch series. Thank you to our panelists, Jaime Lokey, Elizabeth Hester, and Heidi Angel, and our moderator, Caroline Samis, for sharing their perspectives and guiding such a thoughtful conversation on creating a legacy with intention.

08/25/2026

We’re proud to recognize Amber Martinez, Kameron Ward, and Angelina Hollinger for their continued growth and contributions to Lone Oak Trust Company.

Each has taken on an expanded role within the firm, reflecting the leadership, dedication, and expertise they bring to our team.

Please join us in congratulating them on this exciting next chapter!

08/20/2026

A great advantage of trusts is their ability to provide benefits for beneficiaries today as well as future generations of beneficiaries. Designed to operate continuously, having a trust’s routine, ongoing administration grind to a halt upon a vacancy in the role of trustee can create outsized impacts. Beneficiaries may not receive distributions, investments may stagnate, or worse, taxes or insurance premiums go unpaid.

The people putting trusts in place never expect these events to occur. They want their trust to fulfill their long-term goals. They envision a smooth, functioning, consistent handling of these tasks, obligations, and responsibilities, whether they are large or small.

The decision on the role of trustee and their ability to provide consistent leadership for multiple generations is a major factor in the trust’s successfully accomplishing their intended goals.

07/31/2026

Great company, wagging tails, and a perfect summer evening. 🐾☀️ Thank you to everyone who joined us for our Dog Days of Summer Happy Hour at Press Cafe! We loved spending the evening connecting with our community and hope to see you again soon.

07/20/2026

Switching trust accounts just got easier. Our new Switch Kit helps clients navigate the transfer process with confidence, making what seems complex feel surprisingly simple.

06/30/2026

Explore the latest addition to our Insights page: Distributions 101.

Whether you're looking to better understand trust distributions or simply learn more about the trust administration process here at Lone Oak, this resource provides a helpful overview.

Visit the Insights page on our website to learn more.

www.loneoaktrust.com/insights

06/19/2026

We had a great time at our annual Ranger’s game yesterday! Great company, great ballpark, and a fun afternoon cheering on the Rangers together.

06/08/2026

We’re proud to celebrate three years of partnership with Addepar, the industry-leading platform for family office and wealth management reporting.

05/05/2026

Lone Oak Trust Company is excited to introduce our Intern, Noel Villalobos! Noel is from Fort Worth, Texas and is currently a rising senior at Texas Christian University, where he is majoring in Finance with a minor in Psychology. He plans to attend law school after graduation.

Noel shared, “I’m looking forward to diving into the finance world and contributing to a team that’s growing so quickly. I’m especially excited to be part of a rising firm right here in my hometown, which makes the opportunity even more special.”

Please join us in giving Noel a warm welcome!

Address

301 Commerce Street, Suite 1900
Fort Worth, TX
76102

Telephone

+18179921312

Website

https://www.loneoaktrust.com/

Alerts

Be the first to know and let us send you an email when Lone Oak Trust Company posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Lone Oak Trust Company:

Want your business to be the top-listed finance company in Fort Worth?