Preserving the Human Side of Family Wealth
October 31, 2025
Preserving the Human Side of Family Wealth
More and more Family Offices are recognizing that their role extends beyond managing financial portfolios…
Private Podcasting: A New Way to Connect, Preserve, and Share
February 2, 2025
Private Podcasting: A New Way to Connect, Preserve, and Share
Can one of today’s most popular media formats help you share your wisdom and values…
Family Legacies Films for an International Clientele
October 10, 2024
Family Legacies Films for an International Clientele
Growing up trilingual in Montreal ignited my passion for languages and cultures, a journey that…
Capturing Your Family Legacy on Film: A Guide for Family Offices on Filming Your Family’s Legacy When Gathering for Family Meetings
November 27, 2023
Capturing Your Family Legacy on Film: A Guide for Family Offices on Filming Your Family’s Legacy When Gathering for Family Meetings
Financial responsibilities often take center stage for family offices. It’s also essential to recognize the…
How Family Offices Utilize Family Legacy Films to Help Ensure Successful Families
Welcome to the world of Ultra-High Net Worth (UHNW) and High Net Worth (HNW) family…
How to Elevate Your Multigenerational Family Vacation or Cruise with a Family Legacy Film
July 17, 2023
How to Elevate Your Multigenerational Family Vacation or Cruise with a Family Legacy Film
Multigenerational family vacations and cruises are the epitome of shared experiences and creating lasting memories.…
The Importance of Preserving Your Family’s Legacy
July 12, 2023
The Importance of Preserving Your Family’s Legacy
For individuals, wealth encompasses more than financial assets; it also includes family history, values, experiences,…
10 Benefits of Having an Ethical Will in Video Format
July 12, 2023
10 Benefits of Having an Ethical Will in Video Format
Here are 10 reasons why having an Ethical Will in video format can be an…
IMPACTING GENERATIONS: How to create a meaningful personal and professional legacy
Susan with Dr. Judea Pearl, father of slain journalist, Daniel Pearl. Dr. Pearl has found…
“Too many people overvalue what they are not and undervalue what they are.” – Malcolm Forbes
May 27, 2023
“Too many people overvalue what they are not and undervalue what they are.” – Malcolm Forbes
Susan with Dr. Judea Pearl, father of slain journalist, Daniel Pearl. Dr. Pearl has found…
