17 Sep Ask StoryOne
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?
Are we large enough to work with StoryOne, do you offer services à la carte and where do you add the most value for families like ours?
StoryOne is designed to serve the mid-market families with a net worth over $20 million who do not have a single-family office. Experience shows that at this level, financial complexity surpasses what most advisors can handle, especially as estate and tax planning become more critical once families approach or exceed the $28 million estate and gift tax exemption.
We don’t offer à la carte services. Families like yours are best served through integration and alignment, not fragmented advice. Our role is to serve as the thought leader and architect of your family’s financial life, coordinating with attorneys, accountants, consultants, and others to ensure clarity, vision, and discipline in decision-making. Without a clear leader, families often face blind spots, inefficiencies and unnecessary complexity.
Key Takeaway: StoryOne is best suited for families with $20M+ in net worth who don’t have a single-family office. We add the most value by serving as the thought leader and architect, integrating all advisors, aligning wealth with mission and values, and building a long-term roadmap for future generations.
Where we add the most value is in helping families align wealth with purpose. Through our StoryLens™ engagement, we help articulate your mission, vision, values, and goals, evaluate estate and tax structures, clarify governance and education plans, and design a practical roadmap for next steps.
Our ultimate aim is to cast a vision that supports not only today’s needs but also your family’s long-term impact on future generations, your businesses and your community.