Our Valued Clients

Parents and Grandparents

Preserving Your Family Legacy

Give your children, grandchildren and great grandchildren the gift of roots and values by preserving your own life story so they can discover the motivations and dreams that made your family successful.

Elie Wiesel said: “God made man because he loves stories.”  Our lives are made up of the stories that will serve to educate, motivate, comfort, inspire and entertain present and future generations.

Top 5 reasons to preserve your Family Legacy:

  1. Education: You’ve worked hard to get where you are today. Share the story behind your success, your achievements and struggles, so your children and other family members can continue to learn from you, during and beyond your lifetime.
  2. Values: Over the years you’ve developed an important life philosophy and set of values that will be psychologically and emotionally grounding for future generations, helping them to achieve happiness and success.
  3. We make it easy. We make sure you are prepared and confident to share your stories and values, with our advance preparation and the relaxed, low-pressure, thoroughly enjoyable setting we create during the interview and filming process.
  4. Joyful and cathartic. Our clients tell us that our interview and filming process is one of the most enjoyable experiences of their lives. 
  5. Helping to ensure the success of rising generations: Truly understanding whose shoulders you’re standing on provides present and future generation with a confidence and appreciation that leads to a successful, happy life.

Children and Grandchildren

Preserving the Family Legacies of Your Parents, Grandparents or Other Loved Ones

Show your appreciation to your loved ones by honoring them in a way that is second to none. Give life and immortality to their stories, values, successes, struggles and personalities and show them how much you appreciate the shoulders you are standing on. Preserve your loved ones’ life stories on a Family Legacies feature film quality production that will be cherished for generations, and allow you to always have a part of them with you. We professionally and compassionately capture the story of their lives, their passions, their values and their hopes for future generations.

Top 5 reasons to preserve the Legacy of your parents or other loved ones:

  1. Honoring your parents or loved ones: There is no greater way to say I love you and appreciate you than preserving your loved ones life stories in a warm and compassionate setting. It will give them a powerful sense of identity, immense pride and the knowledge that they are leaving a valuable treasure for future generations.
  2. One of the best days of their lives: You will be providing your loved ones with one of the best experiences of their lives – to feel valued and treasured and to relive their lives on a remarkable trip down memory lane with compassionate professionals.
  3. Creating a family heirloom: Allowing your loved one’s voice to be heard is a powerful gift, and preserving it using the latest technology available, a quality film they will be proud pass down to present and future generations.
  4. When an elder dies, it’s as if an entire library has burned down.” Oral histories passed down verbally are completely gone in just three generations. That’s just 60 – 80 years. Now that we have the technology and expertise to preserve personal and family histories in a professional, entertaining way, there’s no reason to let a lifetime be forgotten. Preserve your loved ones Family Legacy in a professional video format, before the stories are lost forever.

Family Offices, Wealth Advisors and Estate Planners

Add Value to the Services for the Families You Represent, Create Deeper Connections with Your Clients and Connect with Rising Generations

“Susan, thank you for the great presentation to our BNY Mellon Denver Office. It was great! I look forward to the opportunity of presenting your life history videos to our clients. You run a professional production company that prepares amazing family videos for high-net worth families. I love your focus of helping advisors connect with multiple generations through family legacies and avoid the loss of client relationships after the passing of a client. Your excellent quality work and emphasis on working with advisors to deepen family relationships is a natural fit for BNY Mellon.” – Eric W.

In our family productions we are continuously on the leading edge of technology. One example is filming in virtual reality to bring ancestors to life for generations who were born too late to know them. Imagine this from the perspective of future generations – having an interactive conversation with their great-grandparents who they’ve never met, and all the questions they could ask them. Imagine if you could have a conversation today with your great grandparents and all the questions you would ask them. Because we will have their answers pre-recorded, they will actually be able to answer your questions.

Join your clients at their private screening of their family film – along with their entire family gathered from across the country or even the world, making connections with other generations and family members.

Family Offices

We know that family offices care deeply about doing what’s best for the families they represent.

Along with preserving family wealth, family offices can now preserve the stories and values behind the wealth in a Family Legacies feature film quality production, and give a new and deeper understanding to rising generations of how this success was created, and the values the family matriarch and patriarch hope to impart.

Our Family Office Clients tell us preserving the family history for rising generations has helped give understanding, meaning, roots and values to rising generations, and in many cases has created a sense of responsibility to manage inheritances responsibly.

Video histories empower clients to give their families the single gift they treasure most of all. For some, it’s money and material possessions but most people yearn for connection, relationships and communication. This is evidenced by all of the time and money people spend researching their genealogy, even to the point of having blood tests to discover their roots and connect with relatives.

It’s about putting time in a bottle.  Using cutting edge technologies we enable clients to connect with, inspire, motivate, captivate, educate, entertain, inform, guide, comfort and even mentor their family today and for generations to come and the families you represent will thank you over and over again for being part of this process!

Wealth Advisors

Many top advisors have told us that their #1 challenge today is retaining AUM. That’s because 96% of heirs change advisors. And with $30 trillion expected to pass between generations in the next 20 or so years, the potential to retain AUM will increase, but so will the potential to miss those opportunities.

We think it’s important to incorporate you, the trusted advisor, in the family story to demonstrate the value of the services you provide for the benefit of future generations. When appropriate, we will even include you in the film, powerfully connecting you with those who will ultimately inherit the wealth.

Families want to deepen their relationships with current generations and to connect with their heritage and their future. The wealth advisors we work with have found that being part of this process enables them to establish powerful connections with rising generations, while deepening their bonds with their existing clients.

We also provide family screenings at a catered theater event and invite the advisors to attend to meet all of the family members.

Video histories empower clients to give their families the single gift they treasure most of all. For some it’s money and material possessions, but most people yearn for connection, relationships and communication. This is evidenced by all of the time and money people spend researching their genealogy, even to the point of having blood tests to discover their roots and connect with relatives.

In producing over 100 video family histories, Family Legacies addresses all aspects of family relationships, including financial issues, in a feature film format. As their advisors, this directly impacts you.

Each and every client is a precious and unique source of a lifetime of knowledge and wisdom. You can help them to immortalize their values, wisdom and success stories and make powerful connections with other family members.

The Wall Street Journal, in this video, explains how top wealth advisors are turning this challenge into a significant advantage.

Per your request, Family Legacies will present an entertaining and informative interactive presentation to the members of your firm and show you samples of our work in the form of video clips from the amazing families whose life stories we’ve preserved.

 
Estate Planners

As the most important person to ensure the preservation of the family’s wealth, our estate planning clients tell us they are learning it’s just as important to preserve the stories and values that helped to create the wealth.

Our estate planning and estate planning attorney clients tell us that the gift of an inheritance is much more meaningful when it comes with the stories of the blood sweat and tears behind the creation of the inheritance. Our families tell us that they are able to impart financial wisdom in their videos that help their children and grandchildren use the inheritance responsibly, philanthropically, and prevent them from reckless use of the money. Often, families are too busy to impart this wisdom during their busy lives, and a powerful video can change the lives of their children, grandchildren and generations to come.

Estate planners and estate planning attorneys can be an important part of this process, and use it to connect with and educate future generations about these values, leading to a much higher retention of heirs as clients.

We think it’s important to incorporate you, the trusted estate planner and advisor in the family story to demonstrate the value of the services you provide for the benefit of future generations. When appropriate we will include you in the film, powerfully connecting you with rising heirs.

Families want to deepen their relationships with current generations and to connect with their heritage and their future. Wealth advisors have found being part of this process enables them to establish powerful connections with rising generations, while deepening their bonds with their existing clients.

We also provide family screenings at a catered theater event and invite estate planners to attend to meet all of the family members.

In addition to wealth and material possessions, people yearn for connections, relationships and communication. Estate planners can add value to wealth preservation by providing these valuable connections through video histories. This is evidenced by all of the time and money people spend researching their genealogy, even to the point of having blood tests to discover their roots and connect with relatives.

In producing over 100 video family histories, Family Legacies addresses all aspects of family relationships, including financial issues, in a feature film format. As their estate planners, this directly impacts you.

Each and every client is a precious and unique source of a lifetime of knowledge and wisdom. You can help them to immortalize their values, wisdom and success stories and make powerful connections with other family members.

Per your request, Family Legacies will present an entertaining and informative interactive presentation to the members of your firm and show you samples of our work in the form of video clips from the amazing families whose life stories we’ve preserved.

Travel Planners Working with Multi-Generational Families

Family History Vacation Packages for Exclusive Travel Agents

Plan a multi-generational family vacation with an extra purpose. Your clients’ vacations will become a documented historical journey that will powerfully connect generations.

In our busy world, many families find it difficult to get the whole family together, but the magic of a multigenerational family vacation is something that often does the trick. This is the perfect opportunity to film and preserve a family history and create the experience of a lifetime.

Family Legacies will bring their award winning film crew, interviewers and editors on the family trip and interview/film family members between activities to bring their stories to life. We will edit the film on location and create a draft for a screening by the end of the vacation for everyone to enjoy! Your clients will marvel at these screening in a film about their lives, and we’ll have them laughing and crying throughout.

Families want to deepen the relationships with current generations, and to connect with their heritage, and their future.  Travel agents have found being part of this process adds a whole new dimension to the services they provide, and enables them to establish powerful connections with younger generations, while deepening their bonds with their existing clients.

In addition to wealth and material possessions people year for connections, relationships and communication. Travel agents can add a whole new dimension to multi-generational family vacations by providing these valuable connections through video histories.

With a Family Legacies Video, you can help your clients put time in a bottle.  Using cutting edge technologies we enable clients to connect with, inspire, motivate, captivate, educate, entertain, inform, guide, comfort and even mentor their family today and for generations to come. There is no better way to capture a family’s history than when they are all together on a vacation!

Stories, oral histories, powerfully connect generations.  Unfortunately, unless they are properly recorded, they are completely gone in only three generations. Just 60 to 80 years and they’re gone. Today, this is an avoidable tragedy.

Each and every client is a precious and unique source of a lifetime of knowledge and wisdom. You can help them to immortalize their values, wisdom and success stories and make powerful memories that your clients will be happy to pass down to present and future generations.

Per your request, Family Legacies will present an entertaining and informative interactive presentation to the members of your agency and show you samples of our work in the form of video clips from the amazing families whose life stories we’ve preserved.