The story behind the wealth, for the generation that receives it
We work alongside wealth advisors, family offices, and estate planning attorneys whose clients want to pass on more than assets — the history and the values that no trust document can carry.
Most of those families will hand down a story along with the assets — or lose it.
A family memoir gives heirs the why behind the what: how the wealth was built, what it cost, and what the family hoped it would be used for — in the founder's own words.
Alongside the plan, not instead of it
Legacy and estate planning
Next to the will and the trust: the family's own account of its history and values, in the founder's voice.
Family meetings
A shared story gives the next generation context for the decisions they are about to inherit.
The next generation
The book gives heirs the context behind what they inherit — how it was built, and what it was meant for.
How a partnership works
Discreet by default
Interviews are private. The family decides what goes into the book, and nothing is published or shared — with you or with anyone else — without their consent.
You make the introduction
We meet the family directly and keep you informed only as far as they wish. You remain the trusted advisor; we do the listening and the writing.
Arrangements that fit your firm
The family can commission us directly, or the work can be offered as part of your firm's legacy-planning service. We'll agree on what fits your firm's policies.
Roots beyond America
For families with roots in Hungary and Central Europe, we bring the archival research and the languages to reach the generations before the crossing.
Introduce a family, or talk with us first
We're glad to talk through how a memoir would fit your practice before any client is involved.
Arrange an introductory call