One Conversation. One Referral. $50 Million.

Within months of partnering with Total Family, a multi-family office witnessed a client story unfold in a way they’ll never forget.

A woman in her 60s completed her Personal and Family Vision — and it set in motion a $50 million referral.

She was so energized by the experience that she invited her adult children to do the same. Soon, the advisor was facilitating a family conversation that helped everyone understand each other better.

For this family, “Vision” became a shared language.

The breakthrough was most striking with her oldest son. She felt they had drifted apart in recent years. But once they each named their Values, they discovered a deep alignment that had been hidden beneath surface-level disagreements.

That single, facilitated conversation brought them closer than they had been in years.

Then Came the Referral

A few weeks later, over lunch at her country club, she shared the story with a friend. She described how her advisor had not only helped manage money — but had created space for her family to reconnect in a lasting, meaningful way.

Her friend’s response was unforgettable:

“Are you supposed to do this type of work with your wealth advisor?”

It was an honest question.
Most people don’t expect this kind of experience from their advisor —
And yet, when they encounter it, it feels invaluable.

That conversation turned into an introduction.
Days later, the multi-family office welcomed a new client family —
one that moved $50 million in assets under their care.

Make Conversations Like This Possible

Total Family’s software makes this work tangible, repeatable, and accessible.

When your clients talk about their advisor at lunch —
make sure it’s your name they mention.