Most families of multigenerational wealth, whether the capital was built inside an operating company or inherited after one was sold, hold some venture capital or will be offered venture capital opportunities....
A family that has built or inherited enough to need a family office is rarely short on effort. The trusts exist. The entities are current. Someone is watching the portfolio. The giving is real and often substantial. And still, some families who love God would admit, if asked plainly, that...
A family that owns a business worth $50 million or more owns something unusual: a single asset that represents most of the family’s net worth, generates most of its income, employs some of its members, and cannot be sold quickly or partially without a transaction that takes the better part...
A family office is best understood as a governance and coordination framework designed to help families manage complexity. In this episode of the StoryLens™Podcast, family office attorney Taylor Smith joins John Christensen and Cameron Bond to explain what family offices actually do, when families should consider them, and why governance...
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 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....
Estate planning is often treated as a technical exercise. Documents, structures and legal precision take center stage....
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....
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....