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Memorabilia Those who work in the fiduciary field: do you offer your clients family history research? Do you have a team of people to do the research to give your clients answers to their family history questions?

Many people want to know their family history but few want to take the time (and it does take time) to do this research. Perhaps your client would like to join one, or many, of the lineage societies? There are a number that might be of interest to your clients.

Lineage Societies
This is a short list of the most popular societies people like to join. There are MANY more! See the robust list at Wikipedia.
Daughters of the American Revolution (DAR)
Sons of the American Revolution (SAR)
Mayflower Society

Health History

Perhaps your client would like to have their
health history done at the same time? Would you also include research into their DNA?

Recent article:
Wall Street Journal: Financial Firms Offer a New Service to Wealthy Clients: Family History