A promotional image for Total Family software, featuring a split view with text on a dark background on the left and a laptop displaying the software interface on the right, on a wooden table in a cozy setting.
BOOK A DEMO

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)

A laptop on a green couch displaying a webpage with a quiz about the personality type 'Conserver.' The background features a living room with a wooden table, a pink lampshade, and some books.

 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 ,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 cohesion.

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.

Word cloud with the words 'TOTAL FAMILY' prominently displayed, along with smaller words like 'BUILT,' 'ADVISORS,' 'FOR,' and 'TOGETHER' surrounding them.

Family relationships 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

White arrow pointing diagonally downward to the left on a black background.
A black background with a white stylized plant or flower with a long, curved stem and three leaves at the base.
Black background with a white arrow pointing down and to the right.

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.

A person holding a smartphone displaying a screen with the title "Select your Values" and a diagram of concentric circles representing different values like family, social, communication, and growth.

VISION =

VALUES

+

PURPOSE

+

ROLES

Gray smoke lines against a black background.

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.

Comparison table showing features of total family and traditional models, including starting point, scalability, delivery model, client fit, advisor support, trackable ROI, and family experience.

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

A blackboard with mathematical equations and graphs written in white chalk
Close-up of a gray paintbrush with black bristles on a black background.
Close-up of a black fishing hook with a thin, curved metal wire on a dark background.
Close-up of a black and gray pen resting on a white surface.
A tablet displaying a survey or report about roles and success, resting on a brown sofa.

$5,000

PER ADVISOR
ANNUAL LICENSE