Financial Planning |
StoryOne looks at financial planning as a unique opportunity to put your story first and ensure that you have a plan in place that supports and enhances your personal journey. |
Everyone has a story.
And every single story is fascinatingly different. One-of-a-kind. As wildly unique and stunningly distinct as your DNA—a beautiful story of one.
And that’s why we start with getting to know you better. Putting your story at the heart of everything we do. Because knowing you better means serving you better. Let’s write the next chapter of your family’s story today.
StoryOne is a team defined by deep commitment, expansive expertise and the highest level of service.
High net worth individuals face a unique set of challenges and opportunities that are largely beyond the capabilities of the typical financial planning firm. It requires a team defined by deep commitment, expansive expertise and the highest level of service.
This is exactly what you can expect of StoryOne – a boutique multi-family office exclusively focused on offering sophisticated, comprehensive, individualized planning solutions for business owners, individuals and families with complex financial planning needs.
As a multi-family office that manages the affairs of several families, we have deep experience employing a wide range of creative and comprehensive strategies, tactics and techniques across wealth management, estate planning, gifting, trusts and investment management.
Our unique process enables us to analyze something as personal and distinct as your DNA–Your story.
We use our unique StoryLens™ process to get to know you and your finances with deep and meaningful precision. This tool enables us to analyze something as personal and distinct as your DNA–Your story.
To put full focus on your story, we use a set of lenses designed to capture every angle of your financial picture and identify who you are and what you believe. We take this 360 degree approach to deliver comprehensive solutions to help you steward your wealth–and enhance the specific mission, vision, values and goals you have for yourself, your family, your business, and your community.
To develop a deep and nuanced understanding of your current personal and business financial profile, we immerse ourselves in the data–conducting a deep, expert analysis of your current finances that ensures each member of your team has a complete and intricate understanding of your family's financial landscape.
Looking at your finances and your personal journey from every angle enables us to act as your advocate with even greater effectiveness and intentionality. It enables you to enjoy the full wisdom of a team that includes specialists in investment management, taxes, trusts, philanthropy and other disciplines essential to maximize the impact of your wealth. And, perhaps most importantly, to help you write the best next chapter possible.
We put your story at the heart of everything we do.
StoryOne is a boutique multi-family office exclusively focused on providing sophisticated, comprehensive, and personalized planning solutions tailored to the intricate needs of business owners, families, and high net worth individuals whose needs are underserved by conventional financial planning firms.
As a multi-family office that manages the affairs of several families, we have hands-on experience with unique strategies, tactics and techniques that can be leveraged in creative and comprehensive ways across wealth management, estate planning, gifting, business succession and investment management.
We put your story at the heart of everything we do.
StoryOne is a boutique multi-family office exclusively focused on providing sophisticated, comprehensive, and personalized planning solutions tailored to the intricate needs of business owners, families, and high net worth individuals whose needs are underserved by conventional financial planning firms.
Expert Financial Solutions for Distinctive Life Stories
Your StoryOne team includes specialists in investments, taxes, trusts, philanthropy and other disciplines essential to maximize the stewardship and impact of your wealth.
Investment Management |
Public markets, private equity, real estate, venture capital, and hedge funds all have a role to play in balancing growth and risk. |
Estate Planning |
Our StoryLens immersion process reveals a 360 degree view of your financial situation and family dynamics that enables us to tailor a fully individualized estate plan that aligns with your mission and vision and higher purpose. |
Business Ownership |
Your StoryOne team coordinates the long-term strategic considerations unique to your business, including balance sheet optimization, strategic entity selection, succession planning, and more. |
Risk Management |
We believe in a proactive approach that not only helps mitigate comprehensive financial risks uniquely relevant to your narrative, but also enhances peace of mind and confidence. |
Tax Planning |
A critical element of financial planning focused on optimizing tax efficiency while minimizing tax liabilities in both short and long-term. |
Start your StoryOne Chapter Today
Contact us to see how our personalized, story-driven approach to wealth management can guide you toward achieving your financial goals.