Doing legacy better with our FamilyOS
FamilyOS by Total Family is a guided platform that helps families define a shared Vision and strengthen connection across generations—while helping advisors scale legacy work and deepen multigenerational relationships.
Doing legacy better with our FamilyOS
FamilyOS by Total Family is a guided platform that helps families define a shared Vision and strengthen connection across generations—while helping advisors scale legacy work and deepen multigenerational relationships.
What Best Describes You?
Advisors
Wealth Consultants
Enterprise Firms
What Best Describes You?
What Best Describes You?
Legacy helps families define the meaning behind their financial assets. It keeps families connected, preserves stories, and ensures more than money is passed on.
Families
Advisors
Wealth Consultants
Enterprise Firms
Families
Advisors
Wealth Consultants
Enterprise Firms
Why Legacy Work is Broken
Legacy has been reduced to legal structures and financial planning. Advisors help families build wealth. Far fewer help them define what it’s for.
Why Legacy Work is Broken
Legacy has been reduced to legal structures and financial planning. Advisors help families build wealth. Far fewer help them define what it’s for.
The Values that shaped it
The Values that shaped it
The stories that give it meaning
The stories that give it meaning
The context future generations need to understand what they are inheriting
The context future generations need to understand what they are inheriting
Fewer than 3% of families are ever offered structured legacy work.
Fewer than 3% of families are ever offered structured legacy work.
Fewer than 3% of families are ever offered structured legacy work.
Fewer than 3% of families are ever offered structured legacy work.
Fewer than 3% of families are ever offered structured legacy work.
Fewer than 3% of families are ever offered structured legacy work.
Over Time Families Lose
Stories, Context, and Connection.
Stories, Context, and Connection.
Stories, Context, and Connection.
Families are building wealth for future generations who may not know where it came from or why it matters.
Your clients have stories worth keeping. Start preserving them.
$6500
Your clients have stories worth keeping. Start preserving them.
Try FamilyOS free for 90 days — no commitment, unlimited clients, full access.
For advisors, consultants, and wealth firms.
Your clients have stories worth keeping. Start preserving them.
$6500
Your clients have stories worth keeping. Start preserving them.
Try FamilyOS free for 90 days — no commitment, unlimited clients, full access.
For advisors, consultants, and wealth firms.
How Our FamilyOS Supports This Work
Our FamilyOS brings legacy out of concept and into practice. It fits into existing advisory workflows and allows advisors to lead meaningful legacy work without adding hours or complexity.
How Our FamilyOS Supports This Work
Our FamilyOS brings legacy out of concept and into practice. It fits into existing advisory workflows and allows advisors to lead meaningful legacy work without adding hours or complexity.
Why This Matters for Advisors Right Now
Why This Matters for Advisors Right Now
In a recent Harris Poll, respondents ranked the financial aspects of legacy last, behind meaning, values, and connection.
At the same time, the advisor value proposition is changing. Technology has compressed financial expertise. Investment management and planning are expected, not differentiated.
In a recent Harris Poll, respondents ranked the financial aspects of legacy last, behind meaning, values, and connection.
At the same time, the advisor value proposition is changing. Technology has compressed financial expertise. Investment management and planning are expected, not differentiated.
In a recent Harris Poll, respondents ranked the financial aspects of legacy last, behind meaning, values, and connection.
At the same time, the advisor value proposition is changing. Technology has compressed financial expertise. Investment management and planning are expected, not differentiated.
More than 81% of clients do not stay with their parent's advisor
81%
More than 81% of clients do not stay with their parent's advisor
81%
Advisors who only deliver financial value are easier to replace
Advisors who only deliver financial value are easier to replace
What Advisors Gain with Our FamilyOS
Advisors who lead legacy work see measurable differences.
What Advisors Gain with Our FamilyOS
Advisors who lead legacy work see measurable differences.
Build stronger multigenerational relationships.
Retain clients through generational transfer.
Increase the percentage of high net worth clients in their book.
Generate more referrals from aligned families.
Differentiate in a crowded, technology-driven market.
Explore Our Podcasts
Explore Our Podcasts
Your Questions Already Answered
Your Questions Already Answered
Your Questions Already Answered
What is a FamilyOS?
What is FamilyOS by Total Family?
Who do we serve?
What are Personal Vision and Family Vision, and why are they important?
Who participates in this process? Who uses the software?
But my family is wild!? And busy!
What life stage is the best fit for Total Family?
What is a FamilyOS?
What is FamilyOS by Total Family?
Who do we serve?
What are Personal Vision and Family Vision, and why are they important?
Who participates in this process? Who uses the software?
But my family is wild!? And busy!
What life stage is the best fit for Total Family?
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Stay in the Total Family Loop
Sign up to receive insights and updates tailored to you. We respect your privacy.