Storgate, LLC
SEC RegisteredBecause we believe in better for your family
About the firm
Storgate is a family office advisory firm dedicated to protecting and growing family wealth across generations. The firm offers investment management, tax, estate planning, philanthropy, and family governance services, operating with a technology-integrated approach they call Storgate 360º. Their founders bring over sixty years of combined experience working with high-profile families on complex wealth management and family affairs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management across public and private markets, alternative investments, and innovative opportunities; proactive tax planning for personal and fiduciary scenarios; estate planning and wealth transfer; philanthropy with a data-driven approach; family governance to align values, decision-making, and business structures; and technology-integrated consolidated reporting and analytics.
Who they serve
A select group of high-profile families seeking to build a legacy, manage complex wealth, and operate as a cohesive unit across generations.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 6 | $86M |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Storgate, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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