You have worked hard to achieve your financial success, and will be able to provide for successive generations — but do they know what values matter most to you? The principles, ideals and strategies that got you to where you are today? The stories behind your assets? Have you made your vision for your family’s lasting legacy clear to your loved ones?

This package is designed to culminate in an heritable book that will serve as a compass for future generations. In a highly-personalized process we work with you to cultivate stories and select photographs and other materials that illustrate the family history, traditions, and values that have led to your enduring legacy.

The final product is a carefully curated Family Legacy Almanac that weaves together your most meaningful stories and supporting materials to help foster an appreciation for, and thoughtful stewardship of, multigenerational wealth and land.

Price upon request. Contact us for details.