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 understanding someone's story is essential to guiding them well.

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 will hear stories of faith at work, practical tools for including charitable giving in an exit, and a clear challenge to ask, "What would God want for this business, and these people, when I step away?"

You can learn more about Rick and connect with UBN at https://unconventionalbusiness.org/

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 legacies that align with their deepest values.

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, 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.