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The most personal gift you can offer a family

Prima Persona partners with attorneys, family offices, and wealth managers who guide families through their most significant life decisions.

What a plan can’t carry

The hardest thing to transfer is not the wealth.

Every family you serve will pass down assets with great care. Almost none will pass down the founder’s voice, the reasoning behind a hard decision, or the story of how it all began. Within a generation, that is gone. We put it on film while it can still be told firsthand, in their own living voice.

Where it serves your clients

Estate & trust attorneys

The meaning behind the documents

You give a family the structure to pass things on. A film gives them the reasoning behind it: the why, in the parent’s own words, as a guide for the generations that inherit it. Fewer questions, fewer misreadings, and a family that remembers you as the advisor who cared about more than the paperwork.

Wealth managers & family offices

A relationship across generations

Stories are a form of family accounting. A film is the rare gesture that reaches the whole family, including the heirs you have not yet met, and turns a service relationship into a generational one.

Our principles

You introduce. We do the rest.

A single sentence is enough. We will send a short note you can forward, or you can simply put us in touch. Your name opens the door, and we take it from there.

We schedule a warm, no-pressure consultation to understand who they are and whether a film is right for them. No obligations.

From the first planning call to the finished film, every detail is ours. Your client lifts not a finger.

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Partner kit

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