Services
Family Office
Family Office
Our goal is to align a family’s mission, vision, values and goals by creating governance and entity structures that allow an integrated approach across personal wealth, charitable giving and trustee services. Our multi-family office focuses on providing comprehensive and personalized planning solutions tailored to the intricate needs of business owners and families with intergenerational wealth whose needs are underserved by financial planning firms and wirehouses. We design solutions with your story at the center of everything we do, delivering strategy, stewardship, integration and execution with one coordinated plan.
The StoryOne approach to family office services
Discover with StoryLensTM: Map your family tree, mission, vision, values, goals, legacy trusts, estate plan, balance sheet and business structure.
Wealth Design: Integrate your story, values, assets, entities and estate plans into aligned and integrated solutions by incorporating best-in-class strategies, tactics and tools to optimize outcomes for your family. This integrated approach includes long-term solutions for your family, business and charitable intent.
Delivery and Stewardship: We strategically align your family’s purpose with your financial resources by orchestrating your professional team through proactive strategy sessions, project management, clear reporting and regular reviews.
Families with complex balance sheets and estate plans need more than binders full of legal documents and files full of statements. You need a coordinated plan that reflects what your family believes, where you are headed and how decisions today shape the next generation. When StoryOne serves as your multi-family office, we integrate financial planning, investment management, estate planning and tax strategy, business and entity ownership, risk management and charitable giving.
Our goal is simple. Align your resources with your mission and encourage your family to live the story you are called to live.
Benefits
- Align financial resources, estate and tax planning, business ownership and succession, and risk management
- Time back for the family with one team coordinating details and next steps
- Proactive oversight for cash flow, liquidity and risk management
- Tax-aware implementation that reduces friction and surprises
- Clear governance and communication to help unify your family across generations
- Values-aligned stewardship so capital supports your mission across generations
- Integrated succession planning for your private wealth and charitable entities
Our engagement often begins with the StoryLens process. We invest time to understand your mission, vision, values and goals to better understand the “who” and the “why.” Then we design a plan that integrates best-in-class strategies, tactics and tools to help you better steward what is most important to you. Implementation often includes coordination with multiple generations within your family, with business partners or co-owners, and with your professional team of attorneys, CPAs and others. Families, businesses and balance sheets are often dynamic, and as your situation evolves, so will your plan.
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.