Services
Family Office
Family Office
Our multi-family office team exclusively focuses 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. We build with your story at the center of everything we do, delivering strategy, stewardship and execution all in one coordinated plan.
The StoryOne approach to family office services
Discover with StoryLensTM: Map your mission, decision rules, and full financial picture.
Design the plan: Translate values and constraints into an integrated, tax aware strategy across planning, investments, estate, tax, business, insurance and giving.
Deliver and steward: Orchestrate advisors, manage calendars and cash flows, monitor risk and keep everyone aligned through clear reporting and regular reviews.
Families with complex wealth need more than a stack of accounts and reports. You need a coordinated plan that reflects what your family believes, where you are headed and how decisions today shape the next generation. StoryOne serves as your multi-family office. We integrate financial planning, investment oversight, estate and tax strategy, business ownership planning, insurance and risk and generosity. The goal is simple. Align capital with mission, keep everyone moving in the same direction and free your family to live the story you are called to live.
Benefits
- One coordinated plan that unifies financial, estate, tax, business and risk decisions
- Time back for the family with one team managing details and next steps
- Proactive oversight for cash flow, liquidity and risk
- Tax aware implementation that reduces friction and surprises
- Clear governance and communication that help the family move together
- Values aligned stewardship so capital supports your mission across generations
Our work begins with the StoryLens process. We spend time learning your values, your goals, your balance sheet and the relationships that matter. From there we design a single plan that sets priorities and tradeoffs. Then, we deliver and steward that plan over time. We coordinate with your attorneys, CPAs and specialist partners. We track progress and report on the things that matter to you, not just the things that are easy to measure.
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.