FOR ADVISORS
Legacy Work Is Complex. FamilyOS Pricing Is Not.
One annual advisor license. Unlimited families. Full access to everything you need to do legacy work at scale.
FOR ADVISORS
Legacy Work Is Complex. FamilyOS Pricing Is Not.
One annual advisor license. Unlimited families. Full access to everything you need to do legacy work at scale.
FOR ADVISORS
Legacy Work Is Complex. FamilyOS Pricing Is Not.
One annual advisor license. Unlimited families. Full access to everything you need to do legacy work at scale.
Popular
FREE
$0
$6500
/ per advisor, per year
Get started at no cost with essential tools to support your client's legacy journey!
What's Included
Invite Your Team Members
Free resources
Advisor Portal Review
Popular
PREMIUM
$5,000
$6500
/ per advisor, per year
Less than $14 a day to protect and grow your most valuable client relationships.
One advisor license includes unlimited families.
What's Included
Full access to the FamilyOS for Every Advisor License.
Vision
Milestones
Legacy Letters
Kin AI
White-Labeled Client Experience
Advisor Resource Library and Education
Platform Updates as the FamilyOS Evolves
Everything is included. Nothing is gated.
Popular
FREE
$0
$6500
/ per advisor, per year
Get started at no cost with essential tools to support your client's legacy journey!
What's Included
Invite Your Team Members
Free resources
Advisor Portal Review
Popular
PREMIUM
$5,000
$6500
/ per advisor, per year
Less than $14 a day to protect and grow your most valuable client relationships.
One advisor license includes unlimited families.
What's Included
Full access to the FamilyOS for Every Advisor License.
Vision
Milestones
Legacy Letters
Kin AI
White-Labeled Client Experience
Advisor Resource Library and Education
Platform Updates as the FamilyOS Evolves
Everything is included. Nothing is gated.
Structured for Long-Term Practice Growth
A pricing model aligned with retention, referrals, and enterprise value.
Structured for Long-Term Practice Growth
A pricing model aligned with retention, referrals, and enterprise value.
Protecting your most valuable client relationships through generational transfer
Protecting your most valuable client relationships through generational transfer
Winning new high-value families through referrals
Winning new high-value families through referrals
Increasing the long-term enterprise value of your practice
Increasing the long-term enterprise value of your practice
Try the FamilyOS free for 90 days.
$6500
Experience the full FamilyOS platform — for you and your clients.
Unlimited families
KinAI included
White-Labeled Client Experience
Advisor Education and Resources
Try the FamilyOS free for 90 days.
$6500
Experience the full FamilyOS platform — for you and your clients.
Unlimited families
KinAI included
White-Labeled Client Experience
Advisor Education and Resources
Legacy work is no longer nice-to-have.
Looking for firm-wide or enterprise pricing?
Visit our Enterprise Pricing page to learn more.
Looking for firm-wide or enterprise pricing?
Visit our Enterprise Pricing page to learn more.
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?
Stay in the Total Family Loop
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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.