THE $84 TRILLION WEALTH TRANSFER IS THE BIGGEST OPPORTUNITY — AND THE BIGGEST THREAT— IN WEALTH MANAGEMENT HISTORY.
THE GREAT
ADVISOR BREAK-UP
IS ALREADY
HERE
70%
(CNBC)
of widows leave their
advisor within 18 months
80%
of heirs switch advisors
after inheriting
(FinancialPlanning.com)
TODAY’S FAMILIES WANT MORE
THAN JUST FINANCIAL EXPERTISE
THEY WANT:
A partner who understands their values, not just their statements
Help navigating real-life dynamics,not just market conditions
A relationship that extends beyond the primary wealth holder
“Families cite interpersonal conflict as the
#1 barrier to legacy conversations.”
— Institute for Preparing Heirs
And yet—most firms have no structured or
scalable way to address family dynamics.
The advisors who thrive in this era will be the ones who focus on the full picture of wealth—not just the financial capital but the human, social, and cultural capital, too.
Family dynamics can feel overwhelming.
But it doesn’t have to start that way.
Total Family simplifies the conversation by starting with Vision—a structured, client-friendly entry point into what really matters.
Vision = Values + Purpose + Roles
How each family member
shows up
What matters most
The ‘why’ behind
it all
Once clients complete their Vision, we guide advisors every step of the way:
HOW TO DEBRIEF WITH CLIENTS AND CREATE MORE IMPACTFUL FAMILY MEETINGS
HOW TO ENGAGE SPOUSES, KIDS, AND FUTURE DECISION-MAKERS
HOW TO POSITION YOURSELF AS AN INDISPENSABLE PARTNER TO ALL MEMBERS OF THE FAMILY
It’s a simple, scalable way to meet families where they are—and earn a seat at the table
VISION =
VALUES
+
PURPOSE
+
ROLES
From there, you can tap into extensive advisor education, interactive tools, and game-changing thought leadership—all within the Total Family platform.
WHAT ADVISORS ARE SAYING
“We’ve talked about legacy for years, but Total Family finally gave us a turnkey way to do it.”
— MANAGING PARTNER,
$3.1B SINGLE FAMILY OFFICE
“This isn’t just a tech platform—it’s a mindset shift for our entire firm.”
— HEAD OF INNOVATION, MFO
“Being proactive has created tremendous opportunities. We weren’t even tracking multi-gen relationships before.”
— MANAGING DIRECTOR,
$25B+ RIA
Family dynamics that actually scale.
SIMPLE PRICING. UNLIMITED IMPACT.
Unlimited clients, unlimited rising-gen users
No per-client fees. No surprise costs.
Optional coaching services available, paid by client or firm.
INCLUDES
Full access to the Total Family platform & dashboard
Client onboarding & Vision tools
Advisor education & support
Coaching referral framework
$5,000
PER ADVISOR
ANNUAL LICENSE