Services
Trust Company
Trust Services Aligned With Your Family’s Story
StoryOne Trust Company is being built to integrate trust administration with financial planning, estate planning and philanthropy, helping families steward wealth across generations.
StoryOne Trust Company
Coming Soon
StoryOne is preparing to launch StoryOne Trust Company, designed to bring trust services into alignment with your family’s broader financial, estate and philanthropic planning.
For many families, trustee responsibilities are spread across a patchwork of trust companies, family members and professional advisors. While well intentioned, this structure can create complexity and weaken long-term coordination across generations.
StoryOne Trust Company is being developed to provide a more integrated approach. Our goal is to help families structure and administer trusts in a way that supports both financial stewardship and family unity.
The StoryOne approach to trust services
Estate Plan Design: Align trust structures and entities with family goals and family dynamics.
Trustee Selection and Coordination: Evaluate corporate trustees, individual trustees or co-trustee structures with clearly defined roles and responsibilities.
Administration Support: Support distribution policies, beneficiary education and ongoing communication.
Tax Alignment: Coordinate with the family’s professional team to minimize taxes and strengthen long-term planning outcomes.
Philanthropy Integration: Integrate trustee services with charitable structures including donor advised funds, private foundations, supporting organizations and operating charities..
Benefits
- Professional trustee aligned with your family’s mission, vision, values and goals
- Confidence through coordination with legal and tax professionals
- Reduced family friction through clear roles, education and communication
- Integration with estate planning, investments and philanthropy
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.