By helping clients leave their legacy on film, family advisors facilitate an important process that yields invaluable results for everyone involved.
At Family Legacies, we guide families on a journey of self-reflection that culminates in a unique and meaningful documentary film of their achievements, life stories, wisdom, and values.
When you, the trusted advisor, set into motion the important process of preserving your clients’ legacies on film, you become part of the process. Most importantly, you become documented on film as a key figure in the family’s financial matters. We will film you discussing important financial subjects with the family, including what money means to them emotionally, beliefs about money passed down from their parents, and important financial issues such as inheritance and critical advice for present and future generations of the family, powerfully connecting your valuable services to rising generations.
Once the film is complete, we arrange a catered private screening of the film for family and friends. At this event, you’ll have the opportunity to meet with and connect with the extended family.
Our films end with an ethical will or family vision statement, where we guide families to provide background and context to their written wills and outline the expectations that accompany an inheritance, a family foundation, and offer insights into family relationships. This section of the film is often played in the offices of estate attorneys and can serve to prevent misunderstandings and family arguments and lead to happy and productive heirs.
To learn more watch our short four-minute video:
and schedule a free consultation to learn more about how you can help your clients pass down their human capital.
