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.

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.

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.

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.

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.

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

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.

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.

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.