Composite case study
A family office brings three decades of tangible wealth into one registry.
How a Northeast single-family office consolidated scattered records into a structured system of record before a generational transition.
A $200M single-family office in the Northeast
1,200+
assets cataloged
47
heirs designated
14
advisors with scoped access
Before Storehouses
Tangible holdings - three generations of art, a 4,000-bottle wine cellar, watch and jewelry vaults across two homes, a small classic-car stable, and a notable rare-book collection - lived in three different spreadsheets, two attorney drawers, and one trusted assistant's memory. When the patriarch fell ill, the family realized they had no comprehensive view of what was owned, where it was, or who was meant to receive what.
What changed
Over a six-week white-glove engagement, the family office consolidated everything into Storehouses. They started with the Asset Registry - capturing every piece with full provenance documentation - then layered Heir Access on top so each beneficiary had a clear, scoped view of what was intended for them. Advisors were brought in via Partner grants with read-only access to the specific holdings relevant to their role.
Outcomes
- Cut estate-readiness audit prep from 6 weeks to 4 days
- Reduced documentation gaps by 78% within the first quarter
- Onboarded 12 advisors with scoped per-asset access - no full-portfolio exposure
- Generated insurance schedules in minutes instead of days
- Time-stamped every change so the eventual transition has a defensible record
“We finally have a single source of truth for everything outside the brokerage account. The difference in our quarterly reviews is night and day - and our principals sleep better knowing the estate is actually ready.”
Note: Details composited from multiple family-office engagements. Specific numbers, timeline, and geography approximated.
Build Legacy by bringing structure to tangible wealth.
Whether managing client portfolios or personal collections, Storehouses helps you govern physical assets for long-term stewardship.