Most families of multigenerational wealth, whether the capital was built inside an operating company or inherited after one was sold, hold some venture capital or will be offered venture capital opportunities....
Most families of multigenerational wealth, whether the capital was built inside an operating company or inherited after one was sold, hold some venture capital or will be offered venture capital opportunities....
A family that has built or inherited enough to need a family office is rarely short on effort. The trusts exist. The entities are current. Someone is watching the portfolio. The giving is real and often substantial. And still, some families who love God would admit, if asked plainly, that...
A family that owns a business worth $50 million or more owns something unusual: a single asset that represents most of the family’s net worth, generates most of its income, employs some of its members, and cannot be sold quickly or partially without a transaction that takes the better part...
A family office is best understood as a governance and coordination framework designed to help families manage complexity. In this episode of the StoryLens™Podcast, family office attorney Taylor Smith joins John Christensen and Cameron Bond to explain what family offices actually do, when families should consider them, and why governance...
Most families of multi-generational wealth have revocable and irrevocable trusts somewhere in their estate plan. However, relatively few can explain why one structure includes assets in a grantor’s taxable estate while the other does not — or what that difference means for income tax, estate and gift tax, GST tax...
In this episode of the StoryLens™ Podcast, Dan Deeble of Lost Ball Consulting returns to examine what happens after the exit, when succession is complete on paper, but something essential is still unresolved....
The StoryOne team sits down with attorney Taylor Smith to examine one of the most structurally predictable and least-discussed failures in wealth management: the individual or business owner that has outgrown its current advisory structure, but the financial advisor, CPA, and estate attorney haven’t said so. The conversation covers what...
Dan Deeble, founder of Lost Ball Consulting, joins the StoryLens Podcast to examine how purpose drift creates governance risk inside family enterprises, and what leaders and families can do to close the gap between financial structure and operational alignment. The conversation covers the neuroscience of purpose, the structural cost of...
Many families of significant wealth have the legal architecture right. The estate plan, the trust structure, and the entity stack are solved problems. What goes unmapped, however, is the relational system operating underneath it all: the roles, the loyalties, the unspoken rules that have governed the family since long before...