PROFIT FROM EXPERIENCE.
SERVICES
Whether you're an organization navigating disruptive change, or a family planning your legacy, we help you realize your vision through the power of your own story.
We help our clients harness their past experience to solve critical challenges in communications and strategy. The insights we gain from our work we share broadly in publications and on our website.
We craft historical narratives and related content built on deep research, enabling our clients to create lasting connection and credibility with key stakeholders. We work across channels and platforms, including print, film, digital, and exhibitions.
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Legacy and brand narratives
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Publications
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Film and digital solutions
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Exhibitions
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Content marketing and strategy
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Applied research
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
We advise on complex management issues, using our knowledge of business history and organizational change 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