About Lake Advisors

Built on a Simple Belief:
Families Deserve an Advocate,
Not a Salesperson

Lake Advisors was founded to give families what large institutions rarely offer, an independent fiduciary who knows the family, honors its intentions, and stays for the long term.

Our Story

Why We Exist

"The families who preserve wealth across generations aren't the ones with the most sophisticated structures: they're the ones with the most trusted stewards."

Lake Advisors was founded after years of watching a familiar pattern repeat itself: families with carefully drafted trusts and capable investment managers, yet no one at the table whose only job was the family itself. Corporate trustees rotated officers every few years. Investment firms served the portfolio, not the plan. And the intentions behind the documents, the reasons the wealth existed at all, slowly went unspoken.

We built Lake Advisors to fill that seat. As an independent trustee and family office advisor, we hold no products, earn no commissions, and answer to no institution. Our only role is to understand what a family is trying to accomplish across generations, and to make sure every structure, distribution, and decision serves it.

Today we serve as trustee, co-trustee, and strategic advisor to families navigating complex trusts, liquidity events, operating businesses, and the quieter but harder work of preparing the next generation to lead.

SL
Founder & Principal

Leadership

Steve Lake

Founder & Principal

Steve provides specialty consulting and advisory services in family business advisory, private equity, the real estate industry, and strategic business and financial planning. He partners with an enterprise's ownership group and key executives in developing and implementing its strategic plan.

Steve serves as a board, advisory board, and operating committee member to public, private, and family boards, with a focus on strategic planning, family board governance, and risk advisory. As an active operating committee member, he works closely with each enterprise's leadership team in developing and executing business and family objectives.

A Certified Public Accountant and Accredited Financial Planning Specialist, Steve has served as an instructor at the University of Denver Graduate Tax Program, the American Institute of CPAs, and the Colorado Society of CPAs. He has authored publications on partnership, consolidated entities, individual, and corporate tax planning, and wrote as a real estate columnist for a leading newspaper.

Certified Public Accountant Accredited Financial Planning Specialist Board & Family Governance Graduate Tax Instructor

The Lake Advisors Difference

What Independence Makes Possible

01

No Products, No Commissions

We sell nothing and manage no proprietary funds. Every recommendation is judged by one standard: whether it serves the family's long-term interests.

02

One Relationship, Not a Rotation

Families work with the same principal year after year. No reassigned trust officers, no re-explaining the family's history to a new face every few years.

03

The Whole Family, Not Just the Balance Sheet

We steward human capital alongside financial capital: governance, education, and communication that prepare heirs to receive well, not just receive.

How We Work

What an Engagement Looks Like

Every family is different. Every engagement begins the same way: by listening.

1

Discover

A confidential conversation about the family's structures, goals, and concerns, and whether we're the right fit.

2

Assess

A thorough review of trust documents, governance, and the existing advisory team to map what's working and what's at risk.

3

Design

A tailored stewardship plan: fiduciary roles, reporting cadence, distribution philosophy, and education priorities.

4

Steward

Ongoing trusteeship and advisory: consistent oversight, clear communication, and continuity through every transition.

Start a Conversation

Let's Talk About Your Family's Future

An initial consultation is confidential, unhurried, and without obligation, the way every good fiduciary relationship begins.

Schedule a Confidential Consultation