12 May Understanding the Family Office Model
We often get asked what the term family office and multi-family office mean and why they are our speciality. This month, we’d like to take some time to explain what they mean, who we are and why we’re experts in crafting a personalized wealth journey for high-net-worth families.
Understanding the Family Office Model
A family office is a private wealth management advisory firm that serves ultra-high-net-worth individuals. It provides a comprehensive suite of services, including investment management, estate planning, tax services and philanthropic guidance, all coordinated to manage and preserve a family’s wealth across generations. A multi-family office, like StoryOne, extends these services to multiple families, offering the benefits of a dedicated family office with shared resources and expertise.
Your Story is Truly One of a Kind
StoryOne was founded on the belief that every client has a unique story—shaped by their values, experiences, and aspirations. To honor this, we have developed the proprietary StoryLens™ process, which delves deep into each client’s personal and financial narrative. This holistic understanding enables StoryOne to craft strategies that align closely with clients’ life goals and family legacies.
We address the intricate challenges faced by affluent families, such as intergenerational wealth transfer, philanthropic endeavors and complex business transitions. Our team of specialists collaborate to provide integrated solutions that reflect our client’s unique story and objectives.
Comprehensive Services for Complex Needs
In an industry often driven by generic solutions, StoryOne’s commitment to personalized, story-driven planning sets it apart. By placing the client’s narrative at the forefront, the firm ensures that financial strategies are not only effective but also meaningful and aligned with the client’s values and vision for the future.
For families seeking a partner that understands the depth and complexity of their financial lives, StoryOne offers a distinctive approach that combines expertise with empathy, ensuring that their wealth serves their story for generations to come.
Our mission is heart-led growth. We provide multi-family office and wealth management services tailored to the unique needs of families with complex estate plans and balance sheets. Your story is at the heart of everything we do and we work to ensure that all aspects of your financial life align with your mission, vision, values and goals.