private legacy curation office for families
safeguarding the other 50%
of family wealth
Estate plans secure the assets,
we protect the stories, values and vision behind them
custom books | portrait art | family archives
Why your clients need more than documents
According to a landmark study by Williams and Preisser, 70% of wealth transitions fail due to non-financial issues, such as breakdowns in trust, communication, and shared purpose. This insight has been echoed by advisors across the private wealth industry.
We help safeguard the family's human and narrative capital before it drifts away, so your financial plan actually sticks across generations.
Who We Serve
Single and multi-family offices
Estate attorneys and trustees
Private bank legacy teams
Visionary founders and matriarchs
When a family asks, "How will they understand the 'why' and the 'how' behind the wealth?" you bring us to the table.
service tiers:
Curated Legacy Experiences for Every Level of Need
Each engagement is custom-scoped and priced according to complexity, deliverables, and timeline.
Iconic Portrait Commissions
Fine-art sessions designed to preserve presence.
Museum-quality legacy portraits that celebrate the individual, couple, or family with artistry and intention. Often used as gifts, milestone markers, or visual centerpieces for estate storytelling.
Legacy Story Projects
Telling the Story. Creating the Heirlooms.
Legacy storytelling engagements that may include interviews, a custom legacy book, short film, and optional portraiture. Vault services may be added if desired.
Heritage Governance Suite
Leading the Family Forward
Our most comprehensive engagement: includes full story and artifact curation, legacy artifacts (book, film, portraits), plus values alignment, continuity briefs, and advisor-ready assets to support generational understanding.
Additional offerings, including destination intensives and private atelier experiences, are available for legacy-minded individuals seeking a deeper personal transformation.
strategic support for modern advisors
Enhancing Advisory Work
Through Emotional Legacy
We don't mediate conflict or manage financial portfolios.
We preserve the stories, values, and identity that give those portfolios meaning.
When families feel truly seen, not just accounted for, they’re more connected to the planning process, more invested in generational success, and more loyal to the advisors who helped make it happen.
Emotional legacy work doesn’t replace financial planning, it strengthens it.
advisor challenges
+ our strategic solutions
Heirs emotionally unprepared to steward
We help articulate shared values & family purpose through curated storytelling & legacy artifacts.
Emotional disconnect between generations
Our Compass process surfaces origin stories & turning points that anchor generational identity.
Decades of photos,
no clear system
We digitize, tag, and structure personal archives into a searchable, story-ready format.
Abstract “soft risks” are hard to explain
We turn emotional legacy into a tangible deliverable suite, from books to slides to charter briefs.
Time-intensive client coordination
We work directly with the family while keeping advisors in the loop through concise updates and briefs.
No clear tool for
legacy conversations
Our 10 tangible deliverables give you a language & structure to open deeper legacy dialogues.
working together is simple
How We Integrate into Your Process
A structured process, crafted to respect your clients' time and honor their story at every step,
while integrating seamlessly into your broader planning strategy.
1
discovery & fit
We meet with you and/or your client to understand the family’s unique needs, values, and existing planning framework. If aligned, we outline a customized legacy approach and define the scope.
2
curation & execution
We lead the family through a guided discovery process to capture their stories, values, and vision, then translate it into heirloom quality deliverables. You stay in the loop with milestone updates and optional integration meetings.
3
strategic delivery
Final deliverables are provided to both the family and the advisory team, along with a continuity brief or governance asset as needed. You walk away with tools that reinforce your core planning and deepen generational trust.
Security &
Compliance
Snapshot
SOC 2 Type II cloud infrastructure
AES-256 encryption (at rest and in transit)
Hardware encrypted SSDs
Multi-Factor Authentication (every access point)
$1M cyber liability coverage
72-hour breach response clause
NDAs & DPAs with all subcontractors
We provide creative legacy services only; no legal, financial or investment advice.
What Your Clients Receive
Depending on the scope of the engagement, each project includes a combination of the following deliverables, curated for impact, legacy, and continuity:
Signature Legacy Expressions:
Emotional heirlooms designed to be seen, held, and passed down:
A custom-designed heirloom book capturing stories, milestones, and values
Museum-grade portraiture reflecting identity and presence
A cinematic highlight film bringing the family narrative to life (available at select tiers)
Continuity & Transfer Tools:
Designed to support stewardship and strengthen advisor collaboration:
A digitally-secure Legacy Vault, organized and heir-ready
A Family Governance Brief and optional Values Charter
An Advisor Toolkit, including continuity slides and documentation for your files
Full deliverable list and tier breakdown available upon request.
meet the founder
TRACY MONTARTI
founder + legacy curator
Creator of The Curation Code™ & the Masterpiece Life Blueprint™
With a background in Anthropology, museum curation, and 20 years as a portrait artist, I oversee every aspect of the process and bring in trusted experts as needed, including a professional biographer, an Emmy Award-winning commercial director, plus master printmakers and craftsmen. Our clients work directly with me, and I coordinate the team to ensure a seamless, discreet experience.
I believe we are stewards for the next generation and that the values and lessons woven through our stories are a family's most treasured inheritance.
I look forward to exploring how we might support your next-generation readiness efforts.
~ tm
Portfolios fade. Properties change hands.
But this is the part that lasts.
Portfolios fade. Properties change hands.
But this is the part that lasts.
meet the founder
TRACY MONTARTI
founder + legacy curator
Creator of The Curation Code™ & the Masterpiece Life Blueprint™
With a background in Anthropology, museum curation, and 20 years as a portrait artist, I oversee every aspect of the process and bring in trusted experts as needed, including a professional biographer, an Emmy Award-winning commercial director, plus master printmakers and craftsmen. Our clients work directly with me, and I coordinate the team to ensure a seamless, discreet experience.
I believe we are stewards for the next generation and that the values and lessons woven through our stories are a family's most treasured inheritance.
I look forward to exploring how we might support your next-generation readiness efforts.
~ tm
Portfolios fade. Properties change hands.
But this is the part that lasts.
© 2006-2025 Villa Montarti LLC
Private Legacy Curation for Families & Family offices
Creative services only; no legal, tax or investment advice.