Your life and finances as a Senior Leader are highly complex. We bring wisdom and knowledge about your complex compensation structure and build comprehensive financial models that empower great decision making for your family. Our boutique, 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.
Serving your entire family means that we are a constant resource for all family members to 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.
Most firms are only about investment capital, but we think Investment Capital is just one aspect of excellent, comprehensive family consulting.
Growth and development of all kinds — vocational, intellectual, educational; a solid commitment to lifetime learning.
Integrating charitable and social impact issues into everyday planning.
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.
Story Capital is a family services company that surrounds your family with a team capable of covering every aspect of your financial life. Members of our team have decades of experience working in executive environments and have assisted over 1,400 individual option exercise decisions. Our combined experience benefits you and your family across multiple generations.
If our team does not possess the specific expertise to address a specialized need within a client family, we will source the proper talent to chart the best path forward. Further, Stoddard does an exquisite job leading the consultative relationship with the adult children within our client families and virtually all parents are appreciate of the collaborative team of young professionals Stoddard sources for their children.
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Our team proudly serves executive families wherever located throughout the United States
Story Capital, LLC
706 2nd Ave. S. Suite 300
Minneapolis, MN 55402
6385 Old Shady Oak Road
2355 Highway 36 West
7701 France Avenue South
1650 West End Blvd.