StoryLens Podcast

For families of multi-generational wealth, estate planning rarely fails because the documents are wrong. There are in essence three levels of estate planning, which are defined and determined by the wealth or future wealth of an individual or family. The generally accepted levels of wealth that determine the type of estate plan are: 1) those with a net worth comfortably below the estate, gift, and...

Succession planning is often treated as a technical process, but for many leaders and families, the real challenge begins after the plan is in place. In this episode of the StoryLens Podcast, the StoryOne team sits down with Dan Deeble of Lost Ball Consulting to explore the deeper realities of leadership transition, business exit, and life after a liquidity event. The conversation focuses on the s...

Most families of multi-generational wealth and most business owners believe they have the right team around them. And in many cases, they're right, for where they were ten years ago. The financial advisor who built the investment framework, the estate attorney who drafted the plan, the CPA who has handled the returns since the business was half this size, they all did real work. The question isn't...

Many founders and families of multi-generational wealth reach a point where the financial architecture is in place, but something is still not working. Not broken. Not in crisis. Just misaligned in ways that don't show up on a balance sheet and that nobody can quite name in the boardroom or the family meeting. In this episode, Dan Deeble introduces the concept of the "lost ball" (something you own...

Families of multi-generational wealth and family businesses operate within systems that shape behavior, roles, and decision-making across generations, often without anyone mapping these unseen relational forces. According to J.P. Morgan Private Bank's 2026 Global Family Office Report, a survey of 333 single family offices across 30 countries with an average net worth of $1.6 billion, 86% of family...

Families bound by shared wealth, shared businesses, or shared estates often cannot simply walk away from fractured relationships. The stakes are too high, the entanglements too deep. And yet most of those families never develop the relational skills to navigate disagreement without causing lasting damage. In this episode of the StoryLens Podcast, John Christensen and Cameron Bond sit down with Mar...

In this episode of the StoryLens Podcast, the StoryOne team and Evan Lange dive into the strategic side of charitable planning with a focus on presale charitable gifts. They explain the importance of timing, asset selection, and charitable entities can significantly reduce taxes while increasing impact. The conversation equips families and business owners with practical insight to approach generos...

Financial fraud is no longer distant or abstract, it's personal and increasingly sophisticated. In this StoryLens Spotlight episode, Kenny and John share how coordinated digital scams targeted their own mothers and what families must understand about today's evolving fraud landscape. Learn the warning signs, practical safeguards, and governance strategies that create protection without sacrificing...

In this episode of the StoryLens Podcast, the StoryOne partners are joined by charitable planning expert Evan Lang to explore the heart behind generosity. Together, they unpack why families give, how personal experiences and values shape charitable priorities and why clarity of purpose is essential for meaningful impact. The conversation highlights how intentional giving can strengthen families, h...

Estate planning is often seen as technical and transactional, but Jon Daugharthy knows it is deeply relational. In this episode, Jon shares how his personal history shaped his philosophy of stewardship, why community matters in moments of transition, and how advisors can serve families with clarity and compassion. This conversation offers insight into the heart behind the work and why understandin...

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 this episode, StoryOne partners John Christensen and Cameron Bond sit down with entrepreneur and ministry founder Rick Boxx to explore what a kingdom-minded business transition can look like. They talk about the Great Wealth Transfer, why succession is so emotionally hard for business owners, and how to think beyond mere financial valuation to preserving culture, calling, and generosity. You wi...

What makes up your estate and why does planning matter? The StoryOne partners unpack the basics: what an estate truly is, the purpose of wills and trusts and the essential decisions that provide clarity and protection for your family. Whether you're updating old documents or starting fresh, this conversation will help you build a strong foundation.

True wealth goes beyond numbers, it's about purpose, values, and legacy. In this StoryLens Podcast episode, the StoryOne partners share how families can approach asset allocation with wisdom. Evaluating both private and public markets, they unpack opportunities, risks, and lessons for building a balance sheet that aligns with your story.

Impact investing is more than an asset class. It's a philosophy. Join us as we talk with Aimee Minnich about how families are using their donor-advised funds and private capital to fuel businesses that create jobs, transform communities and reflect their deepest values.

What's in a name? In this insightful episode, we discover the heart of planning at StoryOne and the meaning behind the name. The team explores their unique StoryLens process and approach to wealth management, revealing how understanding a family's core values and narrative leads to more meaningful financial strategies. Discover how heart-led growth drives their process of helping families create l...

In this inaugural episode of the StoryLens Podcast, the partners of StoryOne explore the unique role of a multi-family office in serving families with complex wealth needs. They discuss how their approach combines deep technical expertise with a heart-led and story-focused philosophy that prioritizes family dynamics, legacy planning and intentional wealth stewardship.     StoryOne Family Office, L...