FamilyOS is a new category of software for legacy.
Built for families and the advisors who support them, our FamilyOS makes legacy operational.
FamilyOS is a new category of software for legacy.
Built for families and the advisors who support them, our FamilyOS makes legacy operational.
FamilyOS is a new category of software for legacy.
Built for families and the advisors who support them, our FamilyOS makes legacy operational.
Our Family OS | Software for Legacy
What the FamilyOS Makes Possible
What the FamilyOS Makes Possible
Offer legacy as a firm-wide, consistent client experience
Give families a clear, structured place to start
Create shared language around Values, Purpose, and Meaning
Without adding hours, meetings, or manual prep
Legacy becomes practical.
How Our FamilyOS Works
How Our FamilyOS Works
Advisors
stay central.
Legacy is more impactful when advisors are invested. FamilyOS makes that involvement scalable.
Families
do the work.
Families engage directly with the software while advisors guide the process and apply the insights.
Families
do the work.
Families engage directly with the software while advisors guide the process and apply the insights.
Advisors
stay central.
Legacy is more impactful when advisors are invested. FamilyOS makes that involvement scalable.
Completed inside our FamilyOS
Completed inside our FamilyOS
Simple to understand
Simple to understand
Easy to update and change over time
Easy to update and change over time
Legacy work isn't about getting it perfect. It's about getting started.
Legacy work isn't about getting it perfect. It's about getting started.
Legacy work isn't about getting it perfect. It's about getting started.
Why Our FamilyOS Changes Legacy
Legacy has traditionally relied on whiteboards, one-off conversations, and outside consultants. That approach does not scale and produces inconsistent outcomes.
Why Our FamilyOS Changes Legacy
Legacy has traditionally relied on whiteboards, one-off conversations, and outside consultants. That approach does not scale and produces inconsistent outcomes.
Shared definitions across families
Shared definitions across families
A system that evolves as families evolve
A system that evolves as families evolve
A clear starting point for every client
A clear starting point for every client
Legacy moves from conceptual to operational.
Built for Advisory Firms
Built for Advisory Firms
We do the research. We study legacy. We build the software.
We do the research. We study legacy. We build the software.
Unlimited family enrollment
white-labeled experience
Advisor Education
Annual advisor license
Unlimited family enrollment
white-labeled experience
Advisor Education
Annual advisor license
Advisors are the experts on their clients. We are the experts on legacy.
Just as advisors partner with specialists for complex tax or estate strategies, they partner with Total Family to deliver legacy with confidence.
Greater relevance with HNW and UHNW clients
More referrals from aligned families
Stronger multigenerational relationships
Deeper understanding beyond financial data
Legacy services for all clients who want them
Advisors are the experts on their clients. We are the experts on legacy.
Just as advisors partner with specialists for complex tax or estate strategies, they partner with Total Family to deliver legacy with confidence.
Greater relevance with HNW and UHNW clients
More referrals from aligned families
Stronger multigenerational relationships
Deeper understanding beyond financial data
Legacy services for all clients who want them
Your Questions Already Answered
Your Questions Already Answered
Your Questions Already Answered
What is a FamilyOS?
What is FamilyOS by Total Family?
Who do we serve?
What are Personal Vision and Family Vision, and why are they important?
Who participates in this process? Who uses the software?
But my family is wild!? And busy!
What life stage is the best fit for Total Family?
What is a FamilyOS?
What is FamilyOS by Total Family?
Who do we serve?
What are Personal Vision and Family Vision, and why are they important?
Who participates in this process? Who uses the software?
But my family is wild!? And busy!
What life stage is the best fit for Total Family?
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Stay in the Total Family Loop
Sign up to receive insights and updates tailored to you. We respect your privacy.
Stay in the Total Family Loop
Sign up to receive insights and updates tailored to you. We respect your privacy.