apply to become a total family partner

Thank you for your interest in partnering with Total Family. Our commitment is to align with firms that share our values and dedication to family well-being. We seek partnerships with firms that are genuinely invested in family dynamics, education, and creating lasting impacts across generations.

Please complete the following application to help us understand your firm and its alignment with our vision.

Name

First Name

Last Name

Phone

(###)

###

####

Name of Wealth Firm

Website

http://

Headquarters Location

Number of Advisors

Number of Clients Served

What makes your firm unique?

Tell us about the distinct value your firm brings to its clients.

What additional services do you offer beyond traditional investment management?

Describe your current efforts in family dynamics and governance.

Include any models, frameworks, or approaches your firm uses to address the human element of wealth management.

How does your firm engage with the rising generation of your clients?

Please include strategies, programs, or initiatives.

Is your CEO supportive of integrating family dynamics into your firm's core services, and are they willing to have a conversation about this partnership?

Yes

Does your firm have a dedicated point person or team focused on family governance or dynamics?

Yes

In Progress

If yes, please provide their name.

First Name

Last Name

Why is a focus on family dynamics important to your firm?

What are your firm’s goals in partnering with Total Family?

Which of the following Total Family resources interest you most?

(Check all that apply)

Software-Led Family Dynamics across our entire client base

Coach-Led Family Dynamics across a smaller client segment

Thought Leadership and co-publication opportunities

Advisor Education programs