Let’s Explore a Strategic Partnership

We work with a select number of advisors, family offices, and estate professionals to ensure their clients' stories, values, and identity are preserved with the same care as their financial assets.

If you're advising a legacy-minded family, or simply want to understand how our process can support your clients, book a 20-minute Fit Call below. We'll explore whether a pilot project makes sense.

Warmly,
Tracy Montarti
Founder + Legacy Curator