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Wealth Story Legacy Films

        LEGACY FILMS FOR FAMILY OFFICES, founders And entrepreneurs

The Story Behind The Wealth is Important...

The PROBLEM
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70% of family wealth is lost by the third generation - and it has nothing to do with tax planning.

“The failure isn’t technical. It’s human..”

The next generation inherits assets and responsibility but not the why. 

“Wealth rarely disappears in a single dramatic event. It erodes gradually when the story that created it is forgotten.” - 
Professional Wealth Management, Financial Times

When founders pass, their wisdom disappears with them. What remains are fragmented stories, forgotten charters, and a generation expected to lead without the depth of understanding they need.

Each generation starts again. Repeating mistakes. Missing the wisdom that already exists.

The Risk

70%

Lost by 2nd Generation

90%

Lost by 3rd Generation

The Solution

Story is a form of wealth.

A legacy film captures the journey, decisions, and values through intimate, honest storytelling that preserves wisdom, judgment, and lessons for the next generation. We bridge the divide, ensuring that what was built with a lifetime of wisdom is preserved for those who inherit it.

The next generation will inherit your clients' assets.
But will they inherit their wisdom?

Discreet. Bespoke. Built on trust.

Preethi Nair Rosie Parsons Photography-3 copy.jpeg
Preethi Nair

OUR FOUNDER

Award-winning storyteller. 

Creative Director of Wealth Story Legacy Films, Preethi Nair is an award-winning novelist and storyteller with two decades of experience working with leaders and entrepreneurs.

Specialising in drawing out what matters, her work is discreet, bespoke, and built on trust, capturing the human story and wisdom behind the legacy.

As Featured In: Professional Wealth Management- Financial Times "Storytelling Enters the Wealth Planning Toolkit"

“A unique and creative approach to empowering people to share their personal stories.”

Deutsche Bank

If you advise families who care about more than financial continuity, this film becomes one of the most valuable assets they will ever create.

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