Advisor partnerships.

Help your clients preserve the one estate that legal and financial planning does not capture: their Emotional Estate™. We partner with trusted advisors who want to help clients preserve their wisdom, values, and legacy while strengthening relationships across generations.


Step 1

Become a Partner

Schedule a conversation to learn about our Advisor Partnership Program and how we support your clients.


Step 2

Make an Introduction

Introduce clients, families, or professional connections who may benefit from preserving their Emotional Estate™.


Step 3

We’ll Take It From Here

We manage the entire client experience with discretion, care, and recognition of your introduction.

schedule a call

Why advisors choose us.

An Enduring Legacy Asset

A cinematic legacy asset that preserves wisdom, values, and understanding for generations to come.

A White Glove Experience 

A highly personalized process managed with discretion, care, and exceptional craftsmanship.

A Trusted Partner

We make the experience effortless while keeping you informed throughout the engagement.

Strengthens Client Relationships

An intentional way to deepen conversations around legacy, succession, and family continuity.

An Enduring Asset

Private, secure, and designed to be experienced for generations.

schedule a call

Giving back together.

Many advisors choose to direct their referral fee to a client's favourite charity or foundation. We're pleased to support these gifts and will coordinate the donation on your behalf.

How we partner with advisors.

 

Trusted advisors understand that every client has three estates: legal, financial, and emotional. We help preserve the Emotional Estate™ through cinematic legacy assets while supporting advisors with client events, educational presentations, thought leadership, family meetings, and legacy-focused resources. Together, we help clients preserve what matters most.

Get in touch
 

Estate Planners

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Estate Lawyers

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Private Bankers

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Financial Advisors

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Wealth Management Advisors

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Accounting & Tax Advisors

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Family Business Advisors

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Family Office Advisors

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Family Foundation Advisors

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Life Insurance Advisors

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Philanthropy Advisors

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Endowment Advisors

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Business Advisors

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Estate Planners • Estate Lawyers • Private Bankers • Financial Advisors • Wealth Management Advisors • Accounting & Tax Advisors • Family Business Advisors • Family Office Advisors • Family Foundation Advisors • Life Insurance Advisors • Philanthropy Advisors • Endowment Advisors • Business Advisors •

What advisors are saying.

  • Estate Lawyer

    A will documents what you leave behind. A CONTEXT documentary captures why it matters.

    I can see these becoming a standard part of every estate plan, with formal instructions on ownership, rights, and what happens to the documentary upon death.

  • Wealth Manager

    My clients are busy, and whenever capturing their stories or family history has come up, it's always felt overwhelming. Writing it all down is daunting and time-consuming, so it never gets done.

    CONTEXT Studios changes that. It's effortless, it fits into their lives, and I've never seen anything quite like it.

  • Family Business Advisor

    I have clients who never heard the full story of how their family business was built. They would give anything to know, but there's no one left to ask.

    I would encourage every family business leader to document their story while they still can. Once that knowledge is gone, it's gone forever.

  • Family Office Advisor

    This is invaluable for multigenerational planning, especially during a transition from current to next generation.

    A documentary creates an emotional connection to how wealth was built, so future generations understand its meaning and don't take it for granted. I can think of many families who need this.

  • Private Banker

    There is no more powerful way to pass family stories, values, and wisdom to your children, grandchildren, and the generations that follow.

    A will transfers wealth. A CONTEXT documentary transfers meaning.

    I see this becoming a standard part of every high-net-worth family's legacy plan.

  • Business Advisor

    Every founder has a story that shaped everything their business became, and most of it never gets told. A CONTEXT documentary captures that story for new employees, future leaders, and the next generation of the family.

    And for founders thinking about retiring, it is the most powerful way to ensure their legacy endures long after they step away

  • Estate Planner

    This is a completely new addition to the estate planning process, and a necessary one. Estate planning has always been about transferring assets and wealth, but the most important things a family has are often invisible: their values, traditions, and rituals.

    CONTEXT Studios preserves what no legal document ever could.

  • Family Enterprise Advisor

    Every family business has an origin story, and most of them are extraordinary. CONTEXT Studios gives families a way to capture that story before it fades.

    For any family that has built something together, this is one of the most meaningful investments they will make.

  • Wealth Insurance Advisor

    I built my practice on helping clients protect what matters most. Referring them to CONTEXT Studios is a natural extension of that. It protects their stories and legacies, gives them a preferred rate, and allows me to direct my referral fees to the causes closest to my heart. It is one of the most meaningful referrals I can make.