What We Do
A holistic approach to managing your family’s wealth that prioritizes your unique goals and values. We consider every aspect of family wealth planning, so you can spend your time focusing on what matters most.
WHAT WE DO
THE STORGATE 360 Experience
So You Can Focus on What Matters Most
At the heart of Storgate’s value is Storgate 360—our fully integrated, tech-enabled solution that brings together the most advanced tools in the industry through a customized and unified platform.
We’ve built a proprietary infrastructure where platforms for performance management, estate planning, cash flow tracking, tax transitions, and bill pay all work together through tailored APIs and real-time data feeds. The result is a single, seamless experience for families—one that is clear, coordinated, and always current.
This isn’t just better software—it’s a smarter system. Storgate 360 removes complexity, reduces cost, and delivers unmatched clarity and control, allowing families to focus on what matters most: stewardship, legacy, and peace of mind.
OUR SERVICES
Customizable Offerings for Every Family’s Journey
“Every family office is distinct—carefully structured around the unique complexities, ambitions, and heritage of the family it supports. The common thread amongst nearly all, however, is the need for coordination of function and purpose. There is no template, only tailored design.”
Investment Management
- Flexible, Tax-Aware Structuring
- Unbiased Approach to Asset & Manager Selection
- Technology-Driven Portfolio Oversight
TAX
- Predictive Tax Modeling
- Livee Tax Optimization
- Regulatory Compliance & Risk Mitigation
ESTATE PLANNING
- Smart Estate Structuring
- Digital Scenario Planning
- Next-Gen Preparedness & Succession Modeling
PHILANTHROPY
- Grantmaking & Giving Strategies
- Proactive Impact Measurement
- Predictive Social Impact Analytics
- Personalized Philanthropic Roadmaps
GOVERNANCE
- Secure Digital Family Platforms
- Data-Driven Governance Benchmarking
- Virtual Family Meetings & Decision-Making Tools
- Sentiment & Behavioral Analytics
Corporate Fiduciary
- Long-Term Fiduciary Leadership
- Efficient Trust Administration
- Modern Trust Expertise
- Regulatory & Legal Compliance
FAMILY OFFICE CONCIERGE
- Centralized Support for Financial & Personal Affairs
- Payroll, Bill Pay & Administration
- Vendor Evaluation & Supervision
- Travel & Personal Logistics Management
STORGATE 360
A NEW STANDARD IN FAMILY OFFICE INNOVATION
Performance Reporting
Our integrated reporting tool delivers instantaneous performance insights across liquid and illiquid assets—from equities to private equity and real estate. Through a single platform, we consolidate data from multiple custodians, accounts, and asset classes into one cohesive view. We also supply the financial, technical, and human capital to implement, manage, and maintain it. The result? A seamless reporting experience that makes it easy to see exactly how your wealth is working for you.
Estate & Tax Planning
Designed to bring clarity to even the most complex estate structures, our planning platform transforms dense documents into timely, easy-to-understand visualizations. With real-time updates, scenario modeling, and integrated tax forecasting, families can proactively plan for generational transitions, liquidity events, and philanthropic goals—all in one secure space.
Bill Pay & Bookkeeping
Our technology-enabled bill pay and bookkeeping solution centralizes your financial administration across households, trusts, and businesses. By automating workflows, centralizing bill pay, and enabling cash flow visibility, Storgate takes the day-to-day burden off your plate while keeping you in full control.
Trading & Tax Infrastructure
Behind every successful portfolio is a system built for precision. Our trading and tax infrastructure brings the sophistication of institutional investing into the family office. From automated rebalancing to dynamic tax loss harvesting, this solution handles complexity at scale.
A Complete Picture
Built for What You're Building Together
When families trust Storgate with their holistic financial needs, they gain a true 360-degree view of their financial lives—enabling smarter investment management, seamless tax and estate planning, and a clearer path to growing generational legacies. With Storgate as a single, trusted partner, families can spend less time managing and more time focusing on what matters most.