What We Do
Begin With A Second Opinion
- We build a personalized, comprehensive financial model that helps your family gain context around topics such as: benefit elections, equity management, core estate planning, tax optimization & tax diversification, portfolio concentration, investment management expense review, and an overall asset protection and risk allocation review. This is a cost and time efficient "try before you buy" engagement that delivers extensive value without changing your current advisory team or moving assets away from current managers.
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Empowerment for Every Generation
The Story Capital name itself encompasses all we do - we aim to capture your family’s entire story. We serve families who choose to think and plan across multiple generations. We prepare our client's adult children for the prospect of inheriting. We believe that a harmonious transition of wealth comes by working with the entire family, not just the matriarch and patriarch in order to achieve the optimal inheritance outcome.
Together we can prepare and teach your children about the responsibilities associated with estate planning, tax planning, inheriting capital, and how to protect assets. Additionally, we implement a cash-flow financial model designed specifically for you and your family. Our process ensures that as much family harmony and sense of stewardship, instead of entitlement, may be achieved today and for generations to come.