Discussing our research, thoughts, and best practices for a thriving personal and professional life.
We’ve heard two things from wealth firms: Advisors struggle with introducing family dynamics to clients, and resources are lacking. We're here to change that....
In "Let Vision Drive Your Decision," Alex Kirby, Founder of Total Family, shares insights on selling a business and its impact on personal identity....
Being a parent brings so much joy—those funny, happy moments that fill your heart. But ever since our first child was born, I’ve wondered if I’m doing it right. ...
We’re excited to share that our CEO, Alex Kirby, recently joined Rory Henry on the AFO Wealth Management Forward Podcast. In this insightful episode, Alex dives into how families can craft a meaningful vision that aligns their values, roles, and long-term goals. He also discusses the essential steps for strengthening family relationships and ensuring that a shared vision is passed down across generations. During the conversation, Alex shares practical strategies for improving family communicat...
In the early 1960s, a clandestine group of seemingly unconnected individuals and corporations started acquiring small parcels of swampland around Bay Lake in Central Florida, just southwest of Orlando. By the time it was all said and done, this group had acquired nearly 28,000 acres, about the size of the city of San Francisco. In November of 1965, the announcement came: the acquirer of the land was Walt Disney and the Disney Corporation, who had plans for a Florida project that we all now know ...
The Family Book Club podcast offers a practical and enjoyable way for families to connect through reading and discussing books. ...
Can understanding your client’s family vision unlock new levels of connection for wealth managers?...
TFM's appearance on the Transacting Value podcast...
Our logo at TFM, fittingly, is a tree. 🌲 We’ve metaphorically "cut it down" to examine its trunk, revealing insights into what makes some family trees resilient and others less so....
Join us on the "It's Never About Money" podcast where Total Family Management's Alex Kirby discusses family wealth beyond finances....
'2024 - The Socially Fit Organization' provides groundbreaking insights that every leader and HR professional needs to hear....
It’s hard to imagine a world where our clients do not care about the well-being of themselves and their family members....
It's all about one thing: organic growth....
TFM is proud to announce its partnership with family office knowledge platform Simple in becoming the first Family Governance category member in their growing directory of service providers for family offices. ...
This guide is meticulously crafted for multi-family offices, highlighting the crucial role shared values play in building strong family governance and unity....
If you’re looking for a new approach for 2024, keep reading....
In our journey at Total Family Management (TFM), we often encounter a myriad of enriching and enlightening articles, books, and sources. These resources not only deepen our understanding but also guide us in our mission to enhance family dynamics and well-being. Recognizing the value of these materials, we've decided to compile a running list, making it easily accessible for everyone in our community. This compilation is a testament to our commitment to continuous learning and growth, offering y...
In a recent illuminating episode of 'The Truth About Wealth' podcast, host John & Michael sat down with Alex Kirby, CEO of Total Family Management (TFM). The engaging conversation centered around the transformative impact of family coaching on wealth management and family well-being. The Role of Family Coaching in Wealth Management Alex Kirby discussed how TFM's approach to family coaching is reshaping the wealth management and MFO landscape. He emphasized that wealth is more than just financi...
Are you ready to add a sprinkle of laughter and a dash of competition to your family gatherings? At Total Family Management (TFM), we know that amidst tackling significant life topics and enhancing social fitness, it's crucial to remember the power of simple fun. That's why we're thrilled to offer our TFM families an incredible opportunity: Virtual Family Game Nights! Imagine this: Your entire family, from little Timmy to Grandpa Joe, coming together for a night of joyous laughter and friendly ...
At Total Family Management (TFM), we are driven by a core belief: the strength of a family lies in its unity and its ability to navigate life’s complexities together. As we step into 2024, we're excited to announce our new partner pricing updates, reflecting our unwavering commitment to providing comprehensive family coaching services to a broader audience. Our 2024 pricing strategy is a testament to our dedication to transparency and inclusivity. Hence, our new pricing model is designed to cat...
Ah, Thanksgiving – a time of gratitude, gourmet gobbling, and... the inevitable launch into politics that sends a shudder around the table. But fear not! This year, every mention of a bill or ballot is just another step towards BINGO victory! 🏆 At TFM, we believe in the power of play to turn any gathering from stressed to best. And what's better than a game everyone can win? (Except maybe those football bets – sorry about that. 🏈) 🕒 "Why are we eating so early?" Boom. 👖 Tight pants post-tu...
Picture a grandparent trying to decode the emoji-filled IG messages from your grandkids, a young parent attempting to decipher if being a sigma is good or bad, or a CEO juggling the workplace vibes of Baby Boomers and Gen Z. It's a generational adventure, and 'Generations' by Dr. Jean Twenge is just the kind of guide we need. Learning about these generational differences is more than an intellectual exercise; it's a powerful tool for forging deeper connections with our families, colleagues, and...
In Episode 93 of the Built on Purpose Podcast, Alex Kirby, CEO of Total Family Management (TFM), discusses the importance of family as a unifying entity and shares insights on improving family dynamics. He delves into his journey from business consultant to family coach, the challenges of balancing work and family life in a remote world, and the small changes that can lead to significant impacts on family relationships. Link to the Podcast: Listen here...
Introducing a Unique Workshop for Multi-Family Offices...
"The limits of my language mean the limits of my world." - Ludwig Wittgenstein Picture this: a quintessential American scene with parents in the kitchen, yelling toward the adolescents in the other room. The parents are convinced the kids don't listen. The kids are sure their parents don't understand them. And the grandparents? They're chuckling at the irony of it all. The Universal Struggle of Communication Let's be honest—no family has ever claimed to have perfect communication. It's a co...
Social fitness is more than just a buzzword; it's a cornerstone of a fulfilling life. But don't just take our word for it. We've curated a list of our favorite online resources to help you understand the profound impact of social fitness on your well-being. From books and podcasts to videos and research, we've got you covered. Invest in Your Family - The Power of Social FitnessInvest in Your Family - The Power of Social Fitness.pdf10 MBdownload-circle Why Social Fitness Matters Before diving ...
Let's delve into some captivating insights from the World Values survey, specifically focusing on what people value when raising children: * Hard Work & Imagination: Journey back to 1990. Only 29% believed that instilling the value of hard work in children was essential. Come 2022, this sentiment has grown to 48%. Similarly, the emphasis on nurturing imagination in children has risen from 18% to 27%. * Obedience: Remember when "because I said so" was a parenting mantra? In 1998, 50% felt...
Jason & Alex discuss challenges faced by business owners, especially when it comes to succession planning. TFM offers a straightforward process with a focus on providing ongoing support and flexibility to address family dynamics effectively....
Life can often feel like a relentless march, leaving us little time to savor the things that bring us joy and a sense of self. Our Favorite Things workshop is a welcome pause in this busy journey. It's an opportunity to revisit moments in your life when you felt most alive. Think back to that hobby you once dedicated hours to, or the career achievement that made you beam with pride. These moments are more than just memories; they are windows into the essence of who you are. Favorite things ...
One remarkable aspect of rituals is their dual nature: they are passed down to us from our ancestors, yet we can transform and shape them for our own families. ...
A packed episode with Alex Kirby & Katie Jesionowski of TFM as they discuss the ten domains of wealth, the importance of communication and trust in the family & the truly emotional nature of succession planning....
Communication forms the backbone of all successful relationships, and our Communication workshop is the secret ingredient to fostering better connections. At its core, this workshop is all about understanding the unique language of communication, both yours and that of the people closest to you. Do you prefer direct and to-the-point conversations, or do you thrive in more subtle and indirect exchanges? How is your preference different than your family members? This workshop helps you decode you...
In our journey to support families everywhere, we sometimes encounter questions about the distinction between therapy and family coaching. Let's dive into the key differences between these two essential and complementary approaches. 1. Focus on the Past vs. Orientation Toward the Future: Therapy is a valuable resource that helps individuals and families address and heal from past traumas, conflicts, and emotional challenges. It delves into understanding the root causes of current issues. In con...
In a recent episode, Angelina Carleton chats with Alex Kirby, the CEO of Total Family Management (TFM). Alex emphasizes the importance of families not just focusing on work priorities but also on their values and goals to ensure holistic family health. He introduces listeners to the concept of leveraging clear family values to make informed decisions, especially since life's unpredictable events often shift our perspectives away from materialistic gains. The episode delves into how a family's le...
Jordan Smith talks to our CMO, Katie Jesionowski about TFM and family coaching. Who is TFM for? Is retirement the end or the beginning? Why does social fitness matter at home and at work? TFM is a private family coaching service specializing in supporting clients' family dynamics and well-being. We support the non-financial aspects of wealth that matter most to people. The application of social fitness is supported by an 84-year-old Harvard Happiness Study that shows relationships are the l...
Warning: Family Coaching may lead to significant improvements in family dynamics, increased happiness, and stronger bonds. Side effects may include enhanced communication skills, reduced conflicts, and a higher level of emotional intelligence. Clients have reported experiencing improved decision-making abilities, strengthened relationships, and a more satisfying family life. Family Coaching is not suitable for families seeking to maintain dysfunctional patterns or avoid personal growth. Please c...
At Total Family Management (TFM), we understand the value of relationships in your life. That's why we want to introduce you to our Social Fitness Workshop, which focuses on the strength of your relationships. As discovered by the 84-year-old Harvard Happiness Study, strong relationships are the leading indicator of long, joyful, and healthy lives. With this in mind, our workshop aims to help you think positively about your relationships and identify the ones you want to maintain or grow. Most...
At the heart of TFM's values workshop lies your family culture. Defining your family values is a way to establish guiding principles that help create a sense of identity, purpose, and belonging within your family unit. They define what is important to your family, dictate behavior, and influence decision-making processes. By clarifying and upholding shared values, you can build stronger bonds, nurture positive relationships, and navigate challenges together with a common understanding and direct...
Family Coaching as you've never seen it before. TFM understands that nothing is more important than the bonds between family members and there's no better feeling for our coaches than seeing a family begin to find their flow. What’s family flow? As one of our client’s teenage daughters said, “You know when it’s all just workin.” Flow also means movement, flexibility, evolution. Not just for our clients, but for our company. When our clients give us thoughtful feedback, we appreciate it and w...
Legacy is a topic that almost all TFM clients want to explore with their coach in some way, shape, or form. Future success might mean annual, extended family vacations, improved communication, better relationships with adult children, intergenerational philanthropy, or another career opportunity after retirement. Vision and legacy go hand in hand. We might not be able to determine exactly how people talk about us when we’re gone, but pondering the question “How do I want to be remembered?” is ...
“Imagine you began your life with all the money you’ll ever have. The instant you were born, you were given one account, and anytime you had to pay for something, it came out of that account. You don’t need to work, but everything you do costs money. Food, water, housing, and consumer goods are as expensive as ever, but now even sending an email requires some of your precious funds. Sitting quietly in a chair doing nothing costs money. Sleep costs money. Everything you encounter requires y...
A lot of big growth called for a fresh coat of paint. In the past 6 months, TFM has: * grown the team by 4 times * accepted invitations to speak on podcasts * begun working with clients in 11 states * delivered leadership webinars * forced its leadership team into fake spring break t-shirts to pose in front of a faux brick wall. Okay, fine, it didn't take much forcing. But there's something about a website relaunch that makes everything easier to share, more exciting to talk about, and ...
Well-run businesses spend time making sure they have the best resources. It’s such a default setting that we rarely give it too much thought. Teams of great people work together to come up with fantastic ideas and make sure the business runs smoothly and successfully. The same people then head home (or down the stairs from their work at home office) at night and are left to deal with their family, personal, and household problems with little to no support. Not anymore. TFM is the resource fa...
Not Enough Time If there was one common enemy in the lives of our clients, it would be time. The great finite resource. You can outsource, delegate, organize, but you cannot buy more of it. It’s one constant in our lives that can never change, but you’re not alone in this fight. Total Family Management understands this struggle because families are our singular focus. TFM is alongside clients who are battling not having enough time in two non-mutually exclusive ways: clients are both too busy ...