16 Oct Ask StoryOne – October
In Ask StoryOne, we answer real questions brought to us by real families. These are the important questions that shape decisions about wealth, legacy and purpose.
Each Ask StoryOne feature will spotlight one question. We’ll share our insight, shaped by years of experience and grounded in mission, vision and values.
How Do I Know If We’re the Right Fit & Where Do You Add the Most Value?
In the past year, we have helped clients navigate scenarios ranging from UK tax law changes for American expats to designing dynasty trusts for family farms. We have structured complex charitable gifts, avoided generation-skipping tax for legacy trusts and designed trust decanting strategies to preserve exemptions.
For every family, we align today’s actions with the long-term vision, maximizing the multiplier effect over time.
Key Takeaway: Complexity is an opportunity for creative solutions that protect, grow, and align wealth with your long-term vision.