Storytelling as Legacy Infrastructure

For families navigating succession, identity and cohesion - and for the advisers who support them - legacy planning is about more than financial architecture.

Big Stories Little Films brings narrative context into family business and family office systems.

When this work becomes relevant

  • Founder transition

  • Intergenerational tension

  • Pre/post family retreat

  • Succession planning underway

We typically begin with a Legacy Discovery & Blueprint

How we work with advisors

  • You introduce the concept to your client (we provide wording)

  • We run the Legacy Discovery & Blueprint process independently

  • We share high-level outcomes where appropriate

  • You remain the trusted advisor throughout

Families Best Served by This Work

  • Founder-led or early-generation leadership (business and/or wealth)

  • Strong identity linked to lived experience

  • Families navigating succession or transition

  • Migration, diaspora or displacement narratives

  • Families engaged in philanthropy, impact, or community leadership

Deliberate exclusions

This work is not designed for transactional, finance-only environments, branding exercises, or scale-driven platforms.


Alignment and readiness are prerequisites.

How Big Stories Little Films Operates

  • Adviser-introduced engagements

  • Bespoke documentary process

  • Emotional safety and discernment

  • Creation of enduring, revisitable artefacts

The films are designed to be returned to over time, retaining relevance as family members age and roles evolve.

Why Family Businesses and Family Offices Engage

  • Reduces non-financial legacy risk

  • Supports governance and succession outcomes

  • Strengthens intergenerational cohesion

  • Complements existing advisory frameworks

  • Introduces no professional overlap

At a certain level of complexity, the limiting factor is no longer capital. It is cohesion, identity and continuity.


Big Stories Little Films preserves the one asset families cannot afford to lose:

Their Story

For families and advisors who want to approach this work properly, we begin with a structured Discovery & Blueprint process.

  • Guided conversations to surface story, values and intent

  • A clear articulation of what should be preserved and why

  • Alignment on what matters before key decisions are made

  • A defined pathway forward - whether that includes a film or not

This is often the first time these conversations have been properly had.

Fixed fee: $2,490 AUD

Start with a Legacy Discovery & Blueprint