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What we offer

NARRATIVE ASSETS

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Challenge

From formal sit-downs to passing thoughts, you share countless insights, approaches, beliefs, and habits with your family across a lifetime.

Yet what they remember, and what they practice, are typically a fraction of only the strongest lessons and traditions. The rest is lost not just to your successors, but every generation that follows.

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Value

Produced as topical short films for quick viewing and easy absorption, Narrative Assets capture the complete canon of wisdom to carry forward as essential family IP, and deliver it with energy and visual interest for maximum engagement and retention.

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Process

Through a strategic storytelling framework based on decades of Fortune 500 marketing, we first help you identify key values, experiences, and practices. We also gain the perspectives of additional family members, alongside thoughts from trusted advisors.

From there, we carefully shape these inputs into flexible guides for on-camera conversations — including versions for others invited to appear, as well as age-appropriate discussion points to speak to younger children.

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Outcome

Narrative Assets capture the emotion that moves and inspires your family, balanced with the bedrock insights that help guide their financial, professional, and life decisions.

Yet the durable value is in their utility: functioning as a practical, on-demand resource for successors making key decisions; as a bonding tool around foundational family stories and values; and as an educational vehicle for the following generation of family leaders.

DESIGN

A fully bespoke package

Logo

To create an enduring identifier for this work, we will develop a custom family logo to embed in your Narrative Assets — designed according to your specific aesthetic and preferences.

We are also happy to use or adapt your existing family office logo or legacy crest.

Begin the conversation

We work closely with your family office or advisory team to transform your lifetime of wisdom into a meaningful resource for future generations.

Connect with us
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