Today, it is my pleasure to speak with Kasia Flanagan, founder of Everyday Legacies, a boutique personal history firm. Kasia and her team help high-net-worth families capture the experiences, values, and wisdom that define their legacies. Through bespoke memoirs, family story books, and legacy films, they help clients create lasting qualitative assets that complement their financial wealth and preserve their true legacies.

Kasia is an award-nominated historian, entrepreneur, and keynote speaker specializing in legacy preservation for exceptional individuals and families. Kasia and her firm, Everyday Legacies, are a Specialist Advisor member of FOX, and we are happy to have her expertise and thought leadership within our membership community.

Kasia’s mission is to help families preserve and grow their qualitative wealth, primarily through the power of storytelling, and she talks about why the family story is possibly its most powerful capital and how shared stories strengthen and enrich the family and its individual members.

Kasia describes the prevailing practices today among families who are looking to pass down their shared stories and legacies, highlighting the best practices and areas where there is room for improvement – where families could do better with this important dimension of their accumulated wealth.

Kasia and her firm have formulated a clever and compelling tagline: “Preserve your values, not just your valuables.” She shares her view on how families can and should be doing that and lists many of the practical tools and mechanisms she recommends to families, family offices, and their outside advisors.

Kasia also speaks to the families who are not yet ready to work with a specialized advisor, such as Everyday Legacies, and offers a broad array of DIY tools and readily accessible resources they can rely on.

Please enjoy this highly instructive conversation with one of the leading practitioners in the family history and values preservation space.