Storytelling enters the wealth planning toolkit
March 10, 2026 — Visit Professional Wealth Management for the full article
This Professional Wealth Management (PWM) article explores how storytelling is emerging as a powerful tool in wealth and succession planning and features CONTEXT Studios CEO Andrea Lekushoff.
In the piece, Lekushoff explains how legacy documentaries are helping families navigate the largest intergenerational transfer of wealth in history. While transferring assets is central to succession planning, passing on values, context and purpose is often far more complex.
Lekushoff founded CONTEXT Studios after creating a documentary about her own family’s immigration story to Canada in the early 1900s, realizing that without recording those memories, “those stories would be gone.”
Today, she works with entrepreneurs, family businesses and family offices to capture the personal stories behind wealth creation. Through cinematic interviews and archival material, these films document the journeys, challenges and values that shaped a founder’s life and leadership.
Clients often commission these documentaries during pivotal moments such as business exits or succession planning. The films help future generations understand not only what was built, but why, preserving what Lekushoff calls a family’s “Emotional Estate™.”
