Video Family Biographies: Bridging Generations and Preserving the Legacy

Overview

Video biographies are an emerging instrument many ultra-high-net worth families are commissioning to help preserve their history. The biographies allow the wealth builders, or their progeny, to discuss, in their own words, important topics that are of concern to them – family governance issues, estate and tax strategy, philanthropic arrangements and the education and mentoring of their children and grandchildren. This paper examines in detail the merits of commissioning a video family biography to help protect and preserve the family legacy.

Advisor Thinking