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.

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Our Family OS | Software for Legacy

What the FamilyOS Makes Possible

Milestones

Track meaningful family moments over time.

Vision

Capture Values, Purpose, and Roles in minutes.

Kin AI

Intelligent support to deepen conversations and prepare for meetings.

Legacy Letters

Turn insights into messages families will remember.

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

Advisors

stay central.

Legacy is more impactful when advisors are invested. FamilyOS makes that involvement scalable.

Learn More

Families

do the work.

Families engage directly with the software while advisors guide the process and apply the insights.

Learn More

Families

do the work.

Families engage directly with the software while advisors guide the process and apply the insights.

Learn More

Advisors

stay central.

Legacy is more impactful when advisors are invested. FamilyOS makes that involvement scalable.

Learn More

Completed inside our FamilyOS

Simple to understand

Easy to update and change over time

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

A system that evolves as families evolve

A clear starting point for every client

Legacy moves from conceptual to operational.

Built for Advisory Firms

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.

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

Start 90 Day Free Trial

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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?

FamilyOS is a new category of software for legacy.

FamilyOS is a new category of software for legacy.

FamilyOS is a new category of software for legacy.

What the FamilyOS Makes Possible

What the FamilyOS Makes Possible

Milestones

Vision

Kin AI

Legacy Letters

Legacy becomes practical.

How Our FamilyOS Works

How Our FamilyOS Works

Advisors

Families

Families

Advisors

Why Our FamilyOS Changes Legacy

Why Our FamilyOS Changes Legacy

Built for Advisory Firms

Built for Advisory Firms

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.

Advisors are the experts on their clients. We are the experts on legacy.

Your Questions Already Answered

Your Questions Already Answered

Your Questions Already Answered

Stay in the Total Family Loop

Stay in the Total Family Loop

Stay in the Total Family Loop