Historical imagination for Family Preservation

Personal legacy planningHistorical imagination for family preservation

November 5, 2021

Key things to know

  • Researching and recording family history is an important part of your family’s wealth planning.

Every family has a unique history that plays an important role in leaving a legacy. Karen McNeill, our Senior Family Historian, explains how history sets the foundation for lasting family preservation.


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How to elevate female role models in your family story

Every family tree is full of amazing female role models. Oral history can be an effective way to record their stories and raise the profile of the women in your family.


Bridging the gap between values and generational family wealth

The best place to start engaging and educating family members of all ages and attitudes toward money is with what matters most: values.

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