Story One
Finance · Kansas, United States · 11-50 Employees
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Overview
Headquarters
7501 College Blvd Ste 120, Overland Park...Website
www.story-one.comRevenue
$7 MillionIndustry
About Story One
StoryOne is a boutique multi-family office dedicated to providing sophisticated, comprehensive, and personalized planning solutions for business owners, families, and high net worth individuals with complex financial needs. The firm employs a unique StoryLens process to deeply understand clients' financial situations and personal narratives, ensuring tailored strategies across wealth management, estate planning, investment management, and more. With a team of specialists, StoryOne focuses on maximizing the stewardship and impact of clients' wealth while aligning resources with their values and goals. Their commitment to individualized service sets them apart from conventional financial planning firms.Explore more
Story One Org Chart
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Story One Tech Stack
A closer look at the technologies used by Story One
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StoryOne is a boutique multi-family office dedicated to providing sophisticated, comprehensive, and personalized planning solutions for business owners, families, and high net worth individuals with complex financial needs. The firm employs a unique StoryLens process to deeply understand clients' financial situations and personal narratives, ensuri... Read More
