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What we offer

NARRATIVE PORTFOLIO

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Challenge

Family charters are highly valuable, but also typically sit in a folder. Legacy films tend to lean more on sentiment than strategy, and are only watched so many times. Workshops and weekend retreats similarly fade from memory.

          

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Value

Your Narrative Portfolio is a living video library that brings timeless family wisdom to life for real and repeated engagement — delivering on-demand guidance for today’s successors, and relevant lessons for tomorrow’s stewards.

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Process

We recognize your time is at a premium, and work flexibly within your preferences and calendar to capture your thoughts and schedule our filming.

Then, once your content is produced into strategic Narrative Assets and securely uploaded, we create a custom structure that makes your film library highly intuitive, quickly accessible, and easily updated.

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Outcome

Your Narrative Portfolio transforms informal traditions into an operational tool: making on-the-job insights available for successors, creating family cohesion through strategic storytelling, and building an enduring bridge for future heirs.

FEATURES

A secure and accessible space

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Protection

Our Narrative Portfolio platform is secured by the strongest commercial encryption standards, both during streaming and at rest. 

We also have the ability to block downloads and screen recording, and can restrict access by location.

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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