Capturing the Milestones that Shape a Family

There’s more to a family than their AUM.
Every family has a story.

We’ve seen moments that define a family’s identity—

• The day they re-opened the business after a fire.
  
  

• The day they packed up and moved across the country.
  
  

• The day Pearl Harbor was attacked and a grandfather decided to enlist.
  
  

These aren’t just memories.
They’re Milestones—and they deserve to be remembered and shared.

What Most Firms Miss

Many advisory firms serve clients for years—even decades—yet still say:

“We don’t have a great way to capture and carry forward the story of this family.”

Over time, important moments get mentioned in passing but never recorded in a way that becomes part of the family’s living history.

Why We Created Milestones in FamilyOS

Milestones are a space inside FamilyOS where families can memorialize the moments that shaped them—and where advisors can build deeper context and connection.

These entries give families a fuller understanding of their journey.
And they help advisors understand the life events behind the financial plan.

Milestone Categories

To keep it simple and intuitive, Milestones are organized into categories:

1. New Beginnings
The start of a new chapter — a first job, a first home, or a first child. Or the moment you decided it was time to begin again after a big change.

2. Commitments & Connections
Meeting someone who changed your life. A promise you made and kept. The moment a friendship became family.

3. Achievements
Reaching a goal you once thought was out of reach. Crossing a finish line — literal or figurative — after hard work.

4. Challenges
A goodbye you didn’t want to say. A season of hardship that taught you something about yourself.

5. Adventures
The trip that changed how you see the world. Saying “yes” to something new. Finding beauty in an unexpected place.

6. Family & Community Gatherings
A holiday that still makes you smile years later. A gathering that brought everyone together. A tradition that grew into something special.

7. Everyday Magic
A simple day that became unforgettable. A small act of kindness that stayed with you.

8. Historical & Ancestral Moments
A world event that shaped your perspective. A story from your family’s past that still inspires you.

9. Something Unique
A personal moment only you could understand. An unexpected turning point.

Why It Matters for Advisors

Capturing Milestones does more than deepen your bond with a client.
It strengthens the connection between the family and the firm.

It also reinforces the family’s own sense of identity and continuity across generations—something no performance report can do.

We’ve seen advisors simply invite clients to add one Milestone per year.
That small nudge often leads to more creativity, more sharing, and ultimately, a rich narrative that grows over time.

Because Numbers Don’t Tell the Whole Story

Families aren’t just managing assets.
They’re building lives.

Milestones help advisors support the human side of wealth—
and help families see their own story in a new light.