Using public records, oral histories, and genealogical research, we go beyond traditional appraisals to include heirlooms, rituals, personal archives, and creative or intellectual property. This process helps reconstruct lost or fragmented legacy narratives and gives families a deeper understanding of what they’ve inherited—beyond the balance sheet. By identifying overlooked value, this signature DSGH investigative method, helps prevent the gradual erosion of wealth and memory.

Whether you're downsizing, relocating, or managing a loved one’s estate, we streamline the inventory and valuation process. From single-category appraisals like jewelry or collectibles to full home inventories with auction or estate sale support, we offer personalized guidance to reduce costs, ease transitions, and document what’s most valuable.

We offer recorded interviews and deliverables like edited transcripts, short-form videos, or family recipe books—helping families preserve the voices, stories, and traditions that might otherwise be lost. For clients looking to create long-form or IP-protected content, we also provide narrative development and creative packaging support.

We help families identify and research historical properties, business holdings, and forgotten records—documenting deed history, ownership, and potential value. This service is often paired with oral histories and archival research, providing a well-rounded view of how spaces and structures shaped a family’s journey—and how to preserve or repurpose them moving forward.

We support the emotional and relational side of family wealth transfer, helping clients coordinate with existing advisors, attorneys, and CPAs. Our services include legacy reviews, storytelling support, heir education, and facilitation of family meetings—ensuring your values and vision are passed down alongside your assets.

From memoirs and cookbooks to podcasts, short films, and archival art, we offer customized creative services that bring your legacy to life. These projects are perfect for families, founders, artists or athletes who want to preserve memories or traditions in meaningful, expressive formats designed for generations to come.