Storgate, LLC

Storgate provides wealth advisory and investment management primarily to ultra‑high‑net‑worth individuals, families, foundations and trusts. Its offerings span discretionary and non‑discretionary portfolio management, financial and estate planning, investment consulting for private assets, a wrap‑fee program, fiduciary/trustee services, and family‑office/controller services.

The firm follows a bespoke, long‑term investment approach that emphasizes diversified portfolios across public and private markets, with particular attention to private equity and other alternative investments; it may also use options and select External Managers as part of client solutions. Storgate combines third‑party research and manager due diligence with consolidated reporting and oversight through its Storgate 360° platform to align portfolios with clients’ tax sensitivity, liquidity needs and intergenerational objectives.

Compared with peers, Storgate is notable for a very small, concentrated client base — approximately $184 million in assets spread across six clients managed by two advisors — and for not serving non‑high‑net‑worth individual clients, which is uncommon in its peer group. The firm also integrates expanded administrative and concierge‑style offerings (controller services, trustee/fiduciary services, aviation and lifestyle coordination) and discloses an institutional custodial relationship that provides transition‑related support and is reflected in its wrap‑fee arrangement.