What Will Be Your Legacy?   |   Call (617) 755-3283

For Family Advisors

Enhance and extend estate and legacy plans.

David speaking

Story Trust works with estate planners, financial advisors, family business consultants, and family-office professionals to help clients enhance and extend their estate and legacy plans. Memoir books, ethical wills, oral history recordings, and documentary videos provide a deeply meaningful way for clients to share their heritage, values, and life lessons with heirs and descendants.

As members of the Boston Estate Planning Council and the Family Firm Institute, we take our relationship with professional advisors seriously, and we operate with the highest standards of ethics and confidentiality.

Story Trust founder, David G. O’Neil, is a nationally recognized speaker on the topic of personal legacy. Ask about having David speak at your next colleague “lunch and learn” or client education/appreciation event.

“David O’Neil is a thoughtful and engaging speaker on the importance and lasting value of family stories. Through his presentations we have been able to strengthen our brand and engage our clients and prospective clients in new ways.” —Linda S. Beerman, Head of Wealth Strategies, CIBC Private Wealth Management

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