
NEWSLETTER
Family office insights this week:
Preserving family legacy on film
The latest UBS millionaire index
12 predictions from a techno-optimist
Jobs: CFO opportunity at Soros family office
Books: the destructive power of family wealth
Podcasts: how to set up after a $200M liquidity event
Documenting Legacy: The Filmmaker Helping Families Tell Their Story
How Heritage Filmsโ path to documenting family stories started by accident.

Chance McClain - Heritage Films
When Chance McClain was asked by a friend to interview his 75-year old father, he had no idea it would redefine his entire film production business.
But his film struck a chord with the family and quickly brought new inquiries.
A single project quickly turned into dozens, then hundreds - today Heritage Films is solely dedicated to documenting family histories.
Heritage produces custom, interview-based documentaries, created for families and founders who want to preserve their legacy with intention and quality.
When we spoke, Chance is in the midst of a year-long production thatโs seen him filming in multiple countries, but this is an exception to more regular projects.ย
โWe usually spend one to several days filming interviews, collecting visuals, and gathering family materials,โ he says. โThen we craft a high-end, story-driven documentary like you would see on Netflix, that feels personal and timeless.โ
Heritage brings industry-leading equipment and production standards, but still operates with a lean crew.
And McClain does all the interviews himself to keep it personal and build trust - essential with clientele that can be wary at first.
โTime and trust - our clients value privacy and have full calendars, so we make the process seamless and respectful. Once they see we understand the responsibility, they relax and let us do what we do best.โ
Their typical client?
โMost of our clients are parents or grandparents that have built something meaningful - whether a family, a business, or a legacy. They want to preserve more than facts or timelines. They want their voice, values, and personality to live on in a way that future generations can experience firsthand.โ
Projects are never rushed and always unique, though each one begins with a conversation and some prepared questions.ย
This helps to get to know the family, understand what matters to them, and how the narrative should unfold.ย
Itโs important the films accurately reflect the personalities of those in it, which can sometimes unravel colorful stories the next generation arenโt yet aware of.
โOne gentleman revealed during filming that he more or less was a major drug runner in the 1960s,โ recalls McClain. โHis children had no idea, but when I talked to his son afterwards he expressed how that element of his dadโs life made so many things make sense now!โ
At the heart of each film though is the simple objective that future great-great-grandchildren donโt just know about their ancestors, but truly know them.
This approach to help people preserve what matters most has driven Heritageโs success, and theyโve recently launched a farm and ranch films division to document multigenerational rural families.ย
Itโs also emotionally rewarding for McClain, who reflects that clients often note itโs the most meaningful thing theyโve given to children and grandchildren.ย ย
โWhen a film is shown to younger generations for the first time, there are usually tears, laughter, and a deep sense of connection - clients tell me it was the best decision they ever made for their family.โ
Amidst the noise and complexity of managing family wealth, making an effort to capture history and stories for future generations seems quite refreshing.
Find out more about Heritage Films at yourheritagefilm.com.
๐ highlights
The UBS millionaire index.
Family office concerns around tech.
I mean.. itโs obvious isnโt it? Open a family office.
ย ๐ผ where to work
Three notable family office job opportunities currently openโฆ
The second edition of the Solstice Report, Clockworkโs semi-annual lens on private markets and alternative investments, is now available. Download the full report here.
๐ what to read
Full disclosure, I havenโt read this one yet, but it comes very highly recommended and itโs on my summer reading list. The Destructive Power of Family Wealth is a wake-up call for ultra-wealthy families and their advisors. Marcovici looks at how big money can quietly tear families apart if you donโt pair good tax and asset protection strategies with a lot of emotional intelligence.

๐ป what to listen to
If we had to curate a selection of family office podcasts, Shaun Parkin would be top of the list. In this fun episode, he ponders how to set up an investment office after a $200M exit.
๐บ what to watch
For those of us who like to spend time thinking about the future, this is a fascinating glimpse into what is coming up from techno-optimist Vinod Khosla, including the world-changing power of โfoolish ideasโ.
And finally
Thatโs all for this week.
Mondayโs Family Office Buzz included the questions family office CIO candidates should ask, a warning that family offices could be the next liquidity crisis. and the funniest business tweet of the week.
Until next week, see you on ๐ or LinkedIn.
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