SERVICES

COMMUNICATIONS
We craft stories and strategies built on deep research, enabling our clients to create lasting connection and credibility with key stakeholders. We work across channels and platforms, including publications, digital, film, and exhibits.
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Legacy and brand narratives
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Anniversary planning
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Thought leadership
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Content marketing and strategy
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Historical and applied research
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SPECIALIZED ADVISORY SERVICES
We advise on complex management challenges, using our deep knowledge of business history to help chart a sustainable path forward. Our tools and processes yield actionable insights tailored to our clients' unique circumstances.
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Strategy case studies and white papers
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Scenario planning
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Organizational consulting
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Philanthropic evaluation and impact assessment
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Leadership training
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FAMILY HISTORY AND ADVISORY
We help families capture stories and insights from their shared experience that they can use to sustain wealth and purpose across generations. We work with the compassion, sensitivity, and discretion that every family’s history deserves.
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Family narratives
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Biography and memoir
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Family retreat presentations
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Philanthropic advisory
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