What We Do
At LoneTree, we specialize in guiding families and individuals—including business owners, entrepreneurs, and newly liquid clients—through the complexities of wealth with clarity, discretion, and expertise. Our approach is highly personalized: we take the time to understand your goals, values, and vision, then design tailored strategies to grow, preserve, and transfer your wealth with purpose and precision.
Our services span investment management, tax-efficient strategies, risk mitigation, estate and legacy planning, philanthropic giving, and intergenerational wealth transfer. We bring order to complexity and ensure each element of your financial life is aligned and intentional.
We also coordinate closely with your trusted centers of influence to deliver a fully integrated approach. Whether you're navigating a business exit, managing a sudden influx of wealth, or preparing for long-term legacy planning, LoneTree serves as your strategic partner—proactively managing your financial landscape so you can focus on what matters most.
Ultimately, we help you turn success into significance—building a lasting legacy that reflects your values and supports the life you envision.
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Comprehensive Financial Planning
Our comprehensive financial planning combines personalized guidance with advanced technology to bring clarity and confidence to every stage of your financial life. From retirement and education planning to estate and philanthropic strategies, we help you make informed decisions across key areas—cash flow management, insurance analysis, and tax optimization—so your wealth supports both your goals and your values.
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Investment Management
Investing can be complex, so we prioritize ensuring our clients have a clear understanding of their portfolios and how each component supports their financial objectives. We utilize the expertise and resources of some of the largest and most reputable asset managers globally to construct diversified, disciplined investment strategies tailored to individual risk tolerances and time horizons. Throughout this process, we maintain a strong focus on tax efficiency, continuously monitoring and adjusting portfolios to seek to maximize after-tax returns and preserve wealth over the long term.
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Private Investment Diligence
We carefully evaluate alternative investments—such as private equity, hedge funds, real estate, and venture capital—to ensure they fit thoughtfully within your overall portfolio. Beyond due diligence, we provide hands-on administration and clear, transparent reporting so you always feel informed and confident about your investment choices. As alternative assets play a growing role in many portfolios, we’re here to help you navigate these opportunities with care and expertise, tailoring strategies that align with your unique goals.
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Business Consulting
We work closely with business owner clients, providing guidance that integrates their business and personal finances. By collaborating with trusted centers of influence, we develop tax-efficient strategies tailored to business exits, restructurings, and long-term planning, aiming to align financial goals and optimize value across all areas.