Engage Next-Gen Heirs and Create a Richer Legacy

Differentiate yourself. Cultivate family alignment. Retain more clients.


“FamilyArc is an amazing collection of talented people who are engaged in helping me and my clients develop meaningful, multi-generational relationships. Their expertise has allowed us to create archives of family treasures that can be accessed and appreciated by generations yet unborn.”
Don Brown, President of Family Office 

Revolutionize your offerings.

Help your clients catalog, capture, and celebrate their legacy for generations to come. Deliver your specialized services in a memorable way using the FamilyArc toolset, and easily communicate the value of legacy preservation through done-for-you marketing tools and support.

Connect with your clients.

Develop lasting relationships with your current clients and engage next-generation family members through the preservation of family history in a secure and private setting. Cultivate family alignment, enhance communication, improve client retention, and create added value for your firm.


Mitigate wealth transfer risk.

Prepare for the greatest wealth transfer in history. Educate next-gen heirs to better steward their financial legacy and protect their family’s treasured memories and values. Establish trust now, so that they keep their assets under your management long after their parents are gone.


Watch our overview video

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Partner Program Details

Our private, cloud-based platform preserves anything that can be digitized in a secure, museum-quality archive. No more will family letters crumble with age, photos be buried in the basement, or aging parents pass on before their stories are recorded and saved.

FamilyArc is built with the highest standards of private security to ensure every archive is safe and secure for generations to come. Members maintain the rights to all of their content and can store important family documents inside a digital Private Vault.

A Partner License lets you:
  • Add value to your existing services by offering a free membership to an unlimited number of your clients. Alternatively, you can . . .
  • Create additional revenue for your business by selling memberships to your clients at a suggested retail price of $1,000/year.
  • Keep your brand top-of-mind with a custom archive login page and URL that you can showcase when giving demos. (Additional white-labeling options are also available for qualified partners upon request.)
  • Receive done-for-you marketing tools to help you easily communicate the value of FamilyArc.
  • Build lasting, multigenerational relationships to improve client acquisition and retention.
  • Enhance your clients’ archiving experience with our premier concierge support and guidance from a dedicated curator.

“FamilyArc is the leading digital platform focused on preserving the family story while prompting family communication and generational succession in a private setting.”

William High, J.D., CEO, NCF Heartland



According to an InvestmentNews survey of 544 advisers, “Sixty-six percent of children fire their parents’ financial adviser after they inherit their parents’ wealth.” A lack of connection with next-gen heirs could already be costing you a great deal . . .

Contact Us

for details and pricing


Join Our Partners Program

Mike Stuart | President | office: 515.554.2838 | [email protected]

For Partners Program details, fill out the form below.

Partners & Affiliations

CIS Wealth Management Group



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Wealth Management Americas 2016





Family Business Magazine

Family Firm Institute

FOX - Family Office Exchange

Heckerling Institute on Estate Planning

Kingdom Advisors

Kingdom Business Association

National Association of Estate Planners & Councils

Purposeful Planning Institute