Lone Oak Trust Company

Lone Oak Trust Company 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.

Lone Oak Trust Company is excited to introduce our Intern, Noel Villalobos! Noel is from Fort Worth, Texas and is curren...
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!

Please join us in welcoming Elizabeth Cleveland Wakefield to the Lone Oak Trust Company team!Elizabeth joins Lone Oak Tr...
04/17/2026

Please join us in welcoming Elizabeth Cleveland Wakefield to the Lone Oak Trust Company team!

Elizabeth joins Lone Oak Trust Company as a Fiduciary Officer based in Houston, marking an exciting step as we continue to grow our presence. A licensed attorney, she brings extensive experience advising individuals, family businesses, and global corporations, along with a strong background in client service, strategic planning, and trust and estate matters.

She earned her undergraduate degree in Political Science from Sewanee: The University of the South and her Juris Doctor from the University of Houston Law Center. She is also a member of the Real Estate, Probate, and Trust Law Section of the Texas Bar Association.

Elizabeth lives in Houston with her husband and daughter and is actively involved in her community, serving on the Board of the Gulf Coast Literary Journal and supporting local schools and arts organizations.

04/03/2026

LEGACY, PROTECTED | In a world where financial decisions are deeply personal, Lone Oak Trust Company offers a thoughtful, steady hand. Rooted in Fort Worth and guided by a commitment to discretion, this independent firm serves families with a holistic approach—honoring both legacy and long-term vision.
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Founder and CEO Kate Lummis Norris (pictured) brings both expertise and heart to the firm she built. A Fort Worth native, her career spans leadership roles in trust and estate administration and investment advisory, paired with a deep commitment to the community she calls home.
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As a true fiduciary, Lone Oak Trust Company is defined by transparency—offering investment oversight without commissions or proprietary products. The result is a seamless, highly personalized experience that integrates effortlessly with trusted advisors while ensuring continuity for generations to come.
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From trust and estate administration to family concierge services, Lone Oak Trust Company remains a quiet cornerstone for those seeking clarity, care, and confidence in every chapter ahead.

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We're moving! Same building, new floor!
03/30/2026

We're moving! Same building, new floor!

The phrase “Trust Company” conjures an image of a marble lobby, a 1-800 number, and a rotating cast of relationship mana...
03/04/2026

The phrase “Trust Company” conjures an image of a marble lobby, a 1-800 number, and a rotating cast of relationship managers. Large, legacy institutions and bank-owned trust departments often operate within layers of bureaucracy, product quotas, and internal cross-selling mandates. Decisions can feel slow, communication is reactionary, and technology ancient. When the fiduciary experience becomes process-driven rather than relationship-driven, families can feel more like account numbers than generational partners.

We built Lone Oak Trust Company to be the opposite. As a private, independent trust company, we answer only to the families we serve—free from product manufacturing, lending pressures, or corporate conflicts of interest. Our structure allows for objective decision-making, faster turnaround times, and direct access to senior leadership. We pair high-touch, concierge-level service with best-in-class technology, delivering institutional precision with entrepreneurial responsiveness. The result is modern fiduciary stewardship without the friction of a legacy institution.

You have 99 problems—but having to work with an old-fashioned trust company should not be one.

Hair nets, aprons, and lots of carrots… We loved rolling up our sleeves at the Tarrant Area Food Bank and giving back to...
03/03/2026

Hair nets, aprons, and lots of carrots… We loved rolling up our sleeves at the Tarrant Area Food Bank and giving back together as a team!

Moving is stressful. Moving from one state to another raises the stakes even higher. To be successful, it requires a gr...
02/13/2026

Moving is stressful. Moving from one state to another raises the stakes even higher. To be successful, it requires a great deal of planning and forethought. Decisions on movers, property insurance, completing change of address forms, utility deposits, vehicle registrations, etc., are just some of the 99 problems faced when moving.

We are all aware states utilize different tax structures to generate their revenue. However, we often forget this provides opportunities for proactive planning on the part of trustees. For example, accelerating distributions to a beneficiary before moving from a state with no income tax to a state with a high-income tax rate can save as much as 10% of the total distributed.

Selecting a trustee knowing when and how to take proactive steps should be a factor when you consider who will fill the role for your beneficiaries.

Congratulations to Angelina Hollinger on stepping into an additional role as Lead Compliance Officer, while continuing h...
02/06/2026

Congratulations to Angelina Hollinger on stepping into an additional role as Lead Compliance Officer, while continuing her work as Client Services Manager. Well deserved!

Have you checked out our ad in this year’s Fort Worth Stock Show & Rodeo program? As the FWSSR comes to a close this wee...
02/05/2026

Have you checked out our ad in this year’s Fort Worth Stock Show & Rodeo program?

As the FWSSR comes to a close this weekend, we are proud to support a tradition that is deeply rooted in our community.

Six more weeks… or just good timing? 🌳
02/03/2026

Six more weeks… or just good timing? 🌳

Address

301 Commerce Street, Suite 1900
Fort Worth, TX
76102

Telephone

+18179921312

Website

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