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Folder: ABOUT
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Folder: PODCASTS
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One Conversation. One Referral. $50 Million.
FamilyOS Alex Kirby 12/16/25 FamilyOS Alex Kirby 12/16/25

One Conversation. One Referral. $50 Million.

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Helping a Client Talk to Their Children About Financial Capital
FamilyOS Alex Kirby 12/14/25 FamilyOS Alex Kirby 12/14/25

Helping a Client Talk to Their Children About Financial Capital

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Move Beyond Financial Capital
FamilyOS John Keohane 12/11/25 FamilyOS John Keohane 12/11/25

Move Beyond Financial Capital

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Simple Ways to Bring Total Family into Your Client Experience
FamilyOS Alex Kirby 12/10/25 FamilyOS Alex Kirby 12/10/25

Simple Ways to Bring Total Family into Your Client Experience

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The Ultimate Decision-Making Tool
FamilyOS Alex Kirby 12/5/25 FamilyOS Alex Kirby 12/5/25

The Ultimate Decision-Making Tool

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Addition by Subtraction
FamilyOS Alex Kirby 12/2/25 FamilyOS Alex Kirby 12/2/25

Addition by Subtraction

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Don’t Define Your Client’s Values
FamilyOS Alex Kirby 12/1/25 FamilyOS Alex Kirby 12/1/25

Don’t Define Your Client’s Values

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What Can Advisors See in Our FamilyOS? And How Does Privacy Work?
FamilyOS John Keohane 11/25/25 FamilyOS John Keohane 11/25/25

What Can Advisors See in Our FamilyOS? And How Does Privacy Work?

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Why We Keep Legacy Letters Private
FamilyOS John Keohane 11/21/25 FamilyOS John Keohane 11/21/25

Why We Keep Legacy Letters Private

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Client Privacy in Total Family’s FamilyOS
FamilyOS Alex Kirby 11/19/25 FamilyOS Alex Kirby 11/19/25

Client Privacy in Total Family’s FamilyOS

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Which Vision Comes First: Personal or Family?
FamilyOS Kanon Sapp 10/15/25 FamilyOS Kanon Sapp 10/15/25

Which Vision Comes First: Personal or Family?

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What is Total Legacy? A Human Centered Approach to Preserving What Matters Most 
FamilyOS Alex Kirby 10/13/25 FamilyOS Alex Kirby 10/13/25

What is Total Legacy? A Human Centered Approach to Preserving What Matters Most 

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 From Minivans to FamilyOS: How Families Are Adapting to a New Era
FamilyOS Alex Kirby 10/9/25 FamilyOS Alex Kirby 10/9/25

From Minivans to FamilyOS: How Families Are Adapting to a New Era

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The Four Biggest Mistakes We See in the FamilyOS Category
FamilyOS Alex Kirby 10/7/25 FamilyOS Alex Kirby 10/7/25

The Four Biggest Mistakes We See in the FamilyOS Category

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FamilyOS Explained: The New Way Families Stay Connected and Build Their Legacy
FamilyOS Alex Kirby 10/1/25 FamilyOS Alex Kirby 10/1/25

FamilyOS Explained: The New Way Families Stay Connected and Build Their Legacy

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What is Total Legacy?
FamilyOS Alex Kirby 9/29/25 FamilyOS Alex Kirby 9/29/25

What is Total Legacy?

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The Rise of the FamilyOS: Why Families Need Their Own Platform
FamilyOS Alex Kirby 9/29/25 FamilyOS Alex Kirby 9/29/25

The Rise of the FamilyOS: Why Families Need Their Own Platform

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