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...
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...
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...
A multifamily office sits in the middle ground between retail financial advisory services and a full-scale single-family office....