StoryOne is best suited for families with $20M+ in net worth who don’t have a single-family office. We add the most value by serving as the thought leader and architect, integrating all advisors, aligning wealth with mission and values, and building a long-term roadmap for future generations.
At StoryOne, wealth is never just about money. It is about meaning, direction and the story your family is writing together. In the third episode of the StoryLens podcast, StoryOne partners John Christensen and Cameron Bond sit down with special guest Aimee Minnich to explore the world of impact investing where financial capital and family purpose converge. Together, they unpack how families can align resources with values, the opportunities and challenges of impact-driven portfolios, and why this conversation is about more than returns. It’s about stewardship, calling, and the legacy families want to leave behind.
We love the opportunity to celebrate the lives and the stories of our employees. This month, we’re learning more about Madi Bayne, Family Wealth Director.
We love the opportunity to celebrate the lives and the stories of our employees. This month, we’re learning more about, Anna Mika, Customer Service Rep at StoryOne.
Wealth creation and wealth management are not separate pursuits. Both require the same disciplined stewardship, guided by a clear mission, vision and values. At StoryOne, our commitment is to help families multiply what they have been entrusted with, ensuring it has lasting impact.
In the second episode of the StoryLens podcast, StoryOne partners John Christensen, Cameron Bond, and Kenny Conklin reflect on how StoryOne came to be, why the name matters, and what it truly means to lead with heart in the world of wealth planning. They also take listeners inside the StoryLens process, revealing how they help families navigate complex financial and relational dynamics with wisdom, care, and intention.