Storyone Family Office

StoryOne is a boutique multi-family family office that is exclusively focused on providing sophisticated, comprehensive, and personalized planning solutions tailored to the intricate needs of business owners, families, and high net worth individuals. Everyone has a story. And every single story is fascinatingly different. One-of-a-kind. As wildly unique and stunningly distinct as your DNA—a beautiful story of one. And that’s why we start with getting to know you better. Putting your story at the heart of everything we do. Because knowing you better means serving you better. As a multi-family office that manages the affairs of several families, StoryOne has hands-on experience developing unique strategies, tactics and techniques that can be leveraged in creative and comprehensive ways across wealth management, estate planning, gifting, business succession, investment management and other key disciplines. Each member of the StoryOne team demonstrates high integrity, proven expertise and a devotion to faithfully steward resources in a manner that reflects and enhances the personal vision, mission and values of each client-family. As a client, here’s what you can expect. StoryOne uses a unique immersion process to develop a deep, nuanced, data-driven understanding of your finances AND your mission, vision, values and goals. The team starts by assessing your current personal and business financial profile by immersing itself in the data–ensuring they have a complete and intricate understanding of your family's financial landscape. At the same time, StoryOne advisors use the unique StoryLens™ process to get to know you and your personal story from the inside out–to understand and appreciate who you truly are, what you deeply believe, and who, and what matters most to you. StoryOne puts your story at the heart of everything they do. Let’s write the next chapter of your family’s story today.