Services | Family offices

When story and structure align, family capital endures.

Storytelling solutions for modern family offices managing complex assets, multigenerational enterprises, and values-driven philanthropy. We help your clients articulate where their wealth came from, what it stands for today, and how its purpose carries forward.

Building story capital

For continuity, education, and transition planning

A well-preserved story isn’t nostalgic; it’s strategic. When a family codifies its origins and principles, they’re creating a continuity plan for the culture itself. We help family offices capture oral histories, film generational interviews, and craft family books or concise legacy briefs that distill lessons learned. The result: institutional memory that transfers wisdom alongside wealth.

Purposeful training programs

For cohesion, communication, and shared purpose

Reimagine the annual family meeting as a living classroom. Our facilitators bring the science and craft of storytelling — honed through work with global business leaders — to help families articulate purpose, bridge generations, and renew trust. Every session is customized to your family’s dynamics and designed to turn storytelling into a durable governance skill.

Family legacy in film

For visibility, pride, and private legacy preservation

Our team of interviewers, producers, and editors transforms your family’s collective story — its history, enterprise, and impact — into a cinematic archive. From pre-interview preparation to discreet on-site filming, we manage the process end to end. The finished film becomes both artifact and asset: a reminder of where the family has been and why it endures.

Helping North America's enterprising families preserve their legacies

Archival photo of Vancouver real estate legend Robert H. Lee.
One real estate entrepreneur’s story of vision, risk, and remembrance
  • Personal legacy
  • real estate
  • Robert H. Lee
  • Personal memoir
A sporting brand story that starts with family, not gear
  • Company stories
  • sporting goods
  • Easton
  • Centennial commemorative book
A family-owned taco chain hones in on heritage to honour franchise roots
  • Company stories
  • franchise restaurants
  • Taco John’s
  • 50th anniversary book
From chocolate to questions of legacy: one founder’s second chapter
  • Personal legacy
  • entrepreneur
  • Charles Flavelle
  • Personal memoir
A love story that shaped a community and taught us the art of giving back
  • Personal legacy
  • philanthropy
  • Irv and Dianne Kipnes
  • Family history book
Telling the unsung story of a values-driven insurer
  • Company stories
  • insurance
  • California Casualty
  • 100-year corporate anniversary book
An iconic builder’s legacy written in concrete and kindness
  • Personal legacy
  • real estate
  • Keith Beedie
  • Personal memoir
How a bootstrapped, woman-led freight company proved values drive velocity
  • Company stories
  • transportation
  • Bennett
  • 50th anniversary book
How one auto family told its story — on its own terms
  • Personal legacy
  • transportation
  • Don and Marion Wheaton
  • Personal memoir
See more
The book is beautiful and it is being received by our employees, partners and key clients with great enthusiasm. It is the cornerstone of our 100-year anniversary campaign, and we are very proud of it. Thank you and your team for producing an incredible legacy for us.
Beau BrownCEO, California Casualty
I’m sitting at my desk this morning with a big smile and hugging the finished product—THE Book of the Century! It looks so amazing!! Thank you all for the effort you put into this project—what a joy it was to work with each of you. I will proudly place it on my coffee table as a reminder not only of the company to whom I’ve dedicated 30 years, but also to the memories of working with such a marvelous team to accomplish this assignment.Best wishes for your continued success.
Karen GriffinCorporate Risk Manager, Jas. D. Easton, Inc.
Mrs. Mac. looooooves the book. It has been a long time since I’ve seen Mrs. Mac as happy as she was when she saw the book proof. She thinks it is simply gorgeous.
GeorginaAssistant to Wendy McDonald (BC Bearing)
Thank you for all your support, hard work, and patience on this project, it really was an amazing journey. A true walk down memory lane. We are very very happy with the outcome. The book looks so good sitting on our coffee table now.
Clive & Ruth Beddoe
Out of all my years at Bennett, this might be one of the happiest days at the office. A true labor of love (no pun intended) Thank you for everything! We couldn't be happier!
Katlyn FoulksCulture Ambassador to the Bennett Family of Companies
Team Echo, many, many thanks again for all of your hard work on the book for my father. He was absolutely delighted. It was amazing to see his reaction - as I'm sure you find with all of the recipients of your books, it's a profound experience for them to have much of their life documented in such a fashion.
Jamie StorrowMarvin Storrow's son
Thank you for all of your time and effort to make Dad’s book such a success. You are an army of very talented people. You and your incredible team worked tirelessly to get the book from the start to the finish line. Our families will treasure it for years to come!
Leslie LeeRobert H. Lee's daughter
As my kids get older, I’m painfully aware of how fleeting this chapter of life is, and these books are what slow time down. These books allow me to savour every moment.
Barry GuldGuld family yearbook
Over the years, every gathering at Echo began to feel like visiting friends. I am already hearing compliments for our story and I am so happy my husband and I decided to share it. It is comforting for me to know that my grandchildren and great grandchildren will know our journey.
Hilde RoseMemoir
Team Echo, many, many thanks again for all of your hard work on the book for my father. He was absolutely delighted. It was amazing to see his reaction - as I'm sure you find with all of the recipients of your books, it's a profound experience for them to have much of their life documented in such a fashion.
Jamie StorrowMarvin Storrow's son
Thank you for all of your time and effort to make Dad’s book such a success. You are an army of very talented people. You and your incredible team worked tirelessly to get the book from the start to the finish line. Our families will treasure it for years to come!
Leslie LeeRobert H. Lee's daughter
I was extremely uneasy about doing a biography of my life. Well, I'm pleased to say that it has been accepted by family, friends and colleagues beyond my wildest expectations. I am so grateful to the entire Echo team for their dedicated assistance, enthusiasm and encouragement to keep me going to completion.
Don McLeodCanadian mining legend
As my kids get older, I’m painfully aware of how fleeting this chapter of life is, and these books are what slow time down. These books allow me to savour every moment.
Barry GuldGuld family yearbook
Over the years, every gathering at Echo began to feel like visiting friends. I am already hearing compliments for our story and I am so happy my husband and I decided to share it. It is comforting for me to know that my grandchildren and great grandchildren will know our journey.
Hilde RoseMemoir

From the Echo blog

Integrating the story of the wealth into the family purpose

  • | 4 min
There’s a delicate balance between sharing enough and sharing too much – both among family members and with external constituents. Dive into my podcast with the Family Office Exchange and learn how families can navigate this balance…

How to use storytelling to preserve and share family values

  • | 5 min
Our children’s instincts are often to rebel against our guidance, but they are physiologically, psychologically, and emotionally wired to learn from us — if we share advice in the form of stories…

Storytelling for family offices: passing values to future generations

  • | 3 min
For family offices thinking about the big picture—who believe their clients’ legacies should be about more than just the stuff they leave behind—a strategy is definitely in order…
Read more

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Let’s build the qualitative half of your family’s wealth strategy

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