Total Family helps wealth advisors and firms make legacy planning practical, repeatable, and scalable.

Most planning starts with assets. Total Family helps advisors guide families through the values, purpose, roles, stories, milestones, and letters that give wealth meaning across generations.

Our software gives families a structured place to preserve what matters and gives advisors a better way to lead conversations that strengthen trust, deepen relationships, and support multi-generational continuity.

For wealth firms, Total Family turns legacy work into a scalable client experience. Advisors can invite families into guided exercises, prepare for better conversations, and create a shared language around what clients want their wealth to make possible.

Built for advisors, families, and firms that believe legacy should be more than documents.

Book an advisor demo: https://totalfamily.io/pricing/demo

Listen to the Visionary Advisor Podcast: https://visionaryadvisor.buzzsprout.com/

Total Family

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Total Family

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