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...
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....
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...
At StoryOne, the answer is a resounding yes. We not only have deep experience navigating complex financial and estate situations, we thrive on them. Complexity often creates opportunities for creativity, and it is in those moments that thoughtful planning has its greatest impact....
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...
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...
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....
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...