FamilyOS Alex Kirby 12/16/25 FamilyOS Alex Kirby 12/16/25 One Conversation. One Referral. $50 Million. Read More FamilyOS Alex Kirby 12/14/25 FamilyOS Alex Kirby 12/14/25 Helping a Client Talk to Their Children About Financial Capital Read More FamilyOS John Keohane 12/11/25 FamilyOS John Keohane 12/11/25 Move Beyond Financial Capital Read More FamilyOS Alex Kirby 12/10/25 FamilyOS Alex Kirby 12/10/25 Simple Ways to Bring Total Family into Your Client Experience Read More VISIONARY ADVISOR Alex Kirby 12/8/25 VISIONARY ADVISOR Alex Kirby 12/8/25 You Will Be Visited By Three Ghosts Read More FamilyOS Alex Kirby 12/5/25 FamilyOS Alex Kirby 12/5/25 The Ultimate Decision-Making Tool Read More FamilyOS Alex Kirby 12/2/25 FamilyOS Alex Kirby 12/2/25 Addition by Subtraction Read More FamilyOS Alex Kirby 12/1/25 FamilyOS Alex Kirby 12/1/25 Don’t Define Your Client’s Values Read More FamilyOS John Keohane 11/25/25 FamilyOS John Keohane 11/25/25 What Can Advisors See in Our FamilyOS? And How Does Privacy Work? Read More FamilyOS John Keohane 11/21/25 FamilyOS John Keohane 11/21/25 Why We Keep Legacy Letters Private Read More FamilyOS Alex Kirby 11/19/25 FamilyOS Alex Kirby 11/19/25 Client Privacy in Total Family’s FamilyOS Read More Alex Kirby 11/17/25 Alex Kirby 11/17/25 The Total Family Brand Promise Read More Alex Kirby 11/14/25 Alex Kirby 11/14/25 When to Bring in Experts: What Level Three Is and What It Isn’t Read More Alex Kirby 11/13/25 Alex Kirby 11/13/25 The Role of the Advisor in Legacy Work: Integration Without Reinvention Read More Alex Kirby 11/12/25 Alex Kirby 11/12/25 Legacy Starts with the Client: Why Level One Matters Most Read More Alex Kirby 11/7/25 Alex Kirby 11/7/25 From Theory to Practice: A 3-Level Framework for Scalable Legacy Work Read More Alex Kirby 11/5/25 Alex Kirby 11/5/25 Why Hiring an Internal Legacy Expert Isn’t Enough Read More VISIONARY ADVISOR Alex Kirby 11/3/25 VISIONARY ADVISOR Alex Kirby 11/3/25 Life Changes Fast Read More Alex Kirby 11/3/25 Alex Kirby 11/3/25 Why Most Legacy Services Don’t Scale (And What Advisors Can Do About It) Read More Alex Kirby 10/30/25 Alex Kirby 10/30/25 Laying the Foundation: Your Personal and Shared Vision Read More Older Posts
FamilyOS Alex Kirby 12/16/25 FamilyOS Alex Kirby 12/16/25 One Conversation. One Referral. $50 Million. Read More
FamilyOS Alex Kirby 12/14/25 FamilyOS Alex Kirby 12/14/25 Helping a Client Talk to Their Children About Financial Capital Read More
FamilyOS John Keohane 12/11/25 FamilyOS John Keohane 12/11/25 Move Beyond Financial Capital Read More
FamilyOS Alex Kirby 12/10/25 FamilyOS Alex Kirby 12/10/25 Simple Ways to Bring Total Family into Your Client Experience Read More
VISIONARY ADVISOR Alex Kirby 12/8/25 VISIONARY ADVISOR Alex Kirby 12/8/25 You Will Be Visited By Three Ghosts Read More
FamilyOS John Keohane 11/25/25 FamilyOS John Keohane 11/25/25 What Can Advisors See in Our FamilyOS? And How Does Privacy Work? Read More
FamilyOS John Keohane 11/21/25 FamilyOS John Keohane 11/21/25 Why We Keep Legacy Letters Private Read More
FamilyOS Alex Kirby 11/19/25 FamilyOS Alex Kirby 11/19/25 Client Privacy in Total Family’s FamilyOS Read More
Alex Kirby 11/14/25 Alex Kirby 11/14/25 When to Bring in Experts: What Level Three Is and What It Isn’t Read More
Alex Kirby 11/13/25 Alex Kirby 11/13/25 The Role of the Advisor in Legacy Work: Integration Without Reinvention Read More
Alex Kirby 11/12/25 Alex Kirby 11/12/25 Legacy Starts with the Client: Why Level One Matters Most Read More
Alex Kirby 11/7/25 Alex Kirby 11/7/25 From Theory to Practice: A 3-Level Framework for Scalable Legacy Work Read More
VISIONARY ADVISOR Alex Kirby 11/3/25 VISIONARY ADVISOR Alex Kirby 11/3/25 Life Changes Fast Read More
Alex Kirby 11/3/25 Alex Kirby 11/3/25 Why Most Legacy Services Don’t Scale (And What Advisors Can Do About It) Read More
Alex Kirby 10/30/25 Alex Kirby 10/30/25 Laying the Foundation: Your Personal and Shared Vision Read More
