As we turn this new page, we’re reminded of the deep purpose found in every family’s story. Thank you for trusting us to walk alongside you as you plan with clarity and intention. Your vision, values, and commitment to living with purpose continue to inspire our work each day.
Who should you trust with your most important decisions? The StoryOne team breaks down the roles and responsibilities of fiduciaries, from managing assets to caring for loved ones. They share guidance on choosing individuals who are willing and capable. and align with your values. Discover why this decision is both deeply practical and deeply personal.
In Ask StoryOne, we answer real questions brought to us by real families. These are the important questions that shape decisions about wealth, legacy, and purpose.
Each Ask StoryOne feature spotlights one question. We share insight shaped by years of experience, grounded in mission, vision, and values.
Thank you for the support and trust that you have placed in StoryOne. We are extremely grateful for you, your family, and the support that you have shown us, it is an honor to serve you. We hope that you get to spend the holidays surrounded by family and friends and pray that Christmas and 2026 both bless you beyond measure.
In Episode 6 of the StoryLens Podcast, StoryOne partners John Christensen and Cameron Bond sit down with Rick Boxx, founder of The Unconventional Business Network, to explore various options for a kingdom-minded business transition. They talk about integrating faith at work, the emotional weight of exits, and how to steward both wealth and influence as ownership changes hands.
The following items have deadlines that may affect your year-end planning. If there are any of these items that are appealing to you, or that have not been completed, please let us know. We want to get started on these types of items right away, as year-end gets very busy for our team.