We thrive in complex situations that require creative, strategic solutions. Our team approaches planning with the perspective of an estate and tax attorney, which allows us to see all the moving parts and how they interact.
We love the opportunity to celebrate the lives and the stories of our employees. This month, we’re learning more about Austin Kaufmann, Associate Client Services Representative.
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.
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.