Why Story Capital?
A toolbox rather than a specific tool.
Story Capital is a family services company, dedicated to Fortune 500 company Senior Leaders and high-net worth families who desire to coordinate, simplify and consolidate life by acquiring proactive, creative and comprehensive thinking around their personal circumstances.
We bring wisdom and knowledge about your complex compensation system to our Senior Leader clients and we build comprehensive financial models that empower great decision making for every client. Our elite, cross-functional team focuses on more than just your investment capital. We dedicate time to understanding and growing the human aspect by serving the entire family on issues pertaining directly to money as well as quality of life issues that go beyond money. We are a resource for the entire family where you can find solutions to both quantitative financial matters and qualitative non-financial matters. We are here to provide context and guidance through every phase of your family’s story; across multiple generations.
Our approach to capital:
1. Investment Capital
Most firms are only about investment capital, but we think Investment Capital is just one aspect of excellent, comprehensive family consulting.
2. Human Capital
Growth and development of all kinds — vocational, intellectual, educational; a solid commitment to lifetime learning.
3. Social Capital
Integrating charitable and social impact issues into everyday planning.