Collaborators in Legacy
AllianceBernstein x Total Family
Together, we’re equipping advisors to guide ultra-high-net-worth families beyond wealth — toward values, stories, and legacies that last.
A Collaboration for Advisors Who
Do Legacy Better.
This is more than a milestone —it’s an ongoing collaboration designed to help advisors lead families with confidence.
AllianceBernstein brings world-class education through the Advisor Institute and unmatched expertise with UHNW clients.
Total Family brings FamilyOS, the first operating system built to preserve family values, stories, and connection alongside wealth.
Together, we’re giving advisors the partners and the platform they need to do legacy at scale.
What Advisors Receive
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Exclusive Education
Insights from the AB Advisor Institute to elevate your practice.
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Unlimited Client Enrollment
A turnkey way to begin multi-generational conversations.
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Preferred Pricing
20% off FamilyOS Advisor Licenses forever with promo code ABFAMILY20.
Proof & Credibility
Hear directly from AB thought leadership:
Podcast: The Emotional Journey of the Ultra-High-Net-Worth Client, featuring Ken Haman, Managing Director, AB Advisor Institute.
Future opportunities include co-branded research, joint white papers, and thought leadership across conferences.
Why it Matters
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Strengthen family relationships across generations.
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Lead with meaning, not just dollars.
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Stay at the center of clients’ most important decisions.
Get Started Today
For Individual Advisors:
For Firms with 10+ Advisors:
Disclaimer
For financial professionals only. AllianceBernstein and Total Family are independent organizations. AllianceBernstein is not responsible for the content or operation of FamilyOS.