What’s your story legacy?

For Advisors

For Families

Does your strategy to
connect with
the second generation work?

How are you preserving your
most meaningful
family stories?

Give your clients the gift of sharing their life story.

Give your firm the gift of a trusted relationship with the next generation.

Give your parents and grandparents the gift of telling their life story.

Give yourself and your children the gift of preserved family stories.

What’s our secret? Empathy.

Kerri is an empathetic story mirror.

And our video interview process is built on generous listening.

Sample Legacy Videos

What’s it like to be
interviewed by Kerri?

Clients from Kerri’s first video production brand, Concurrent,
share their experience in the video below: