Total Family Management

Wealth Means More Than Money

Guide their entire legacy.

Our perks

Strengthen relationships

Increase engagement

Provide more value

Made for RIAs

Realize the Advisor Advantage

The most personal assets your clients pass on are not in their portfolio. Deepen the impact of your relationship with a family coach that helps align their family values and goals with their legacy. Support conversations that create a bridge to children, extended family and future generations.

How we help

A plan to help families thrive

Four-workshop Kickstart

Connect

Every client starts with Connect, a way to apply an intentional strategy to the most valuable asset in your life. These first four workshops are designed to help heads of households broadly their family's success.

Four 90-minute workshops, every 2-3 weeks

Research-backed sessions to discover your family's vision and values. Workshops consist of Welcome, Vision, Values and Social Fitness.

Held virtually

Video calls built right into our RELATE app, flexible to everyone's schedule.

Led by experienced Coaches

Intelligent and empathetic coaches who are experts in well-being.

Annual Series

Compass

As an ongoing yearly commitment, Compass provides continuous support and investment in the long-term health of your family. Coaches help you select workshops consistent with life stage, big topics surfaced during Connect, upcoming changes in personal or professional life, and tactical strategies for success.

Four 90-minute workshops, every quarter

Ongoing coaching sessions with your family throughout the year. Cover topics like communication, gratitude, aging parents, raising children, technology, retirement, legacy, personal development, and more.

Held virtually

Video calls built right into our RELATE app, flexible to everyone's schedule.

Led by experienced Coaches

Intelligent and empathetic coaches who are experts in well-being.

Contact us

Let's talk

Contact us today to discover how TFM might help your advisory services stand out from the rest.