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Who Is Our Legacy Keepsake For?

Most families assume their Legacy Keepsake is simply for the family.

It’s a way to help future generations understand the sacrifices, values, and moments that shaped the family business and family wealth. Through story, those values become tangible—and motivating.

But once the process of capturing a family legacy begins, something unexpected often happens: the Keepsake starts reaching a much wider audience than originally imagined.

In this episode of One Generation to Another, Melissa and Dave explore the different audiences a Legacy Keepsake can serve, including:

How the intended audience…

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