Collaborating to Develop the Optimal Inheritance Environment
Our focus goes beyond just money - our focus is also on your family’s qualitative capital.
A disproportionately large sum of money is invested in managing and endowing the family’s financial capital. Isn’t it time to consider managing and endowing the qualitative component of our family’s human capital legacy?
At Story Family Institute, we believe that a family’s net worth is “More Than Money.” This conviction is why we’ve named our digital discovery and family communication system the MTM Vault.
Take the Next Step Towards Protecting Your Family Tree
The typical Story Family client falls into one of three categories:
First-time wealth creators through success in business or in executive leadership. Perhaps you are your family’s first ever multi-millionaire. Money is not the issue, it’s that anxious feeling about how your financial success might adversely impact your children, who may be exhibiting signs of entitlement.
A multi-generational inheritor of wealth who has experienced the impact of wealth in your family, and you desire to do “something different” with your children than what was, or in most cases, was NOT done for you.
Adult children of either of the scenarios above who feel emotionally and operationally like they are still sitting at the “kid’s table” with respect to their knowledge and level of communication with their parents about important life issues. The Institute helps the rising generation “graduate” to the “adult table” where parent/child relationships become peer/peer and family unity takes an enormous step forward.