The StoryLens Podcast helps families with complex needs manage their wealth with purpose. In each episode, you’ll get expert insights on estate planning, business succession, charitable giving, and more—always grounded in heart-led strategy. Discover how stewardship, structure, and story come together to shape a legacy that reflects what matters most.
Join the StoryOne team as they kick off a comprehensive estate planning series, breaking down the essential documents every family needs and why proper planning is an act of love and stewardship. Kenny Conklin, Cameron Bond, and John Christensen explore the basics of wills, trusts, powers of attorney, and what happens when you don't have a plan in place.
StoryOne Family Office, LLC is a Registered Investment Advisor, registered with the Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.
