Where clarity starts with story.
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.
Latest Episode
When Success Creates Complexity
Understanding the Structure Behind the Modern Family Office
For many families, success creates new challenges.
The systems, relationships, and decision-making processes that help build wealth are often not the same systems required to steward it. What begins as a business, a portfolio, or a collection of successful investments eventually becomes something more complex, requiring coordination across entities, advisors, generations, and increasingly diverse family interests.
In this episode, John Christensen, JD, CFP®, and Cameron Bond, CFP®, sit down with family office attorney Taylor Smith to explore one of the most misunderstood concepts in the wealth management industry: the family office.
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.
