What We Do

We help clients navigate complex financial situations by combining investment management, tax-aware financial planning, risk management, estate and legacy planning, philanthropic giving, intergenerational wealth transfer, and selective alternative investments. By structuring each element of your financial life intentionally, we bring clarity and alignment to both short-term objectives and long-term goals.

As entrepreneurs ourselves, we particularly enjoy working with business owners and founders, understanding firsthand the challenges and opportunities of building and managing a business. From clients in the wealth accumulation phase, growing and managing a portfolio, to those navigating a business transition, managing new liquidity, or preparing for retirement and generational wealth transfer, LoneTree acts as a strategic partner—providing guidance and oversight so you can focus on what matters most. We tailor our approach to each client’s situation, helping you balance growth, risk management, and long-term planning in a way that aligns with your vision and values.

Ultimately, we strive to guide individuals and families in turning financial success into lasting impact—creating a legacy that reflects their values, supports the life they envision, and adapts as circumstances evolve..

Contact Us
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    Investment Wealth 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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    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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    Alternative 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 Growth & Succession Planning

    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.