FOR WEALTH ADVISORS
See How Advisors Lead Legacy Work Without Adding Hours
Our founder, Alex Kirby, shows how Total Family fits your workflow, retains clients across generations, and sets you apart in a technology-driven market.
See How Advisors Lead Legacy Work Without Adding Hours
Our founder, Alex Kirby, shows how Total Family fits your workflow, retains clients across generations, and sets you apart in a technology-driven market.
See How Advisors Lead Legacy Work Without Adding Hours
Our founder, Alex Kirby, shows how Total Family fits your workflow, retains clients across generations, and sets you apart in a technology-driven market.
Why 81% of clients don't stay with their parent's advisor, and how legacy work changes that.
Why 81% of clients don't stay with their parent's advisor, and how legacy work changes that.
How Vision, Milestones, and Legacy Letters work inside your advisory practice.
How Vision, Milestones, and Legacy Letters work inside your advisory practice.
What advisors gain when fewer than 3% of families are ever offered structured legacy work.
What advisors gain when fewer than 3% of families are ever offered structured legacy work.
Your Questions Already Answered
Your Questions Already Answered
Your Questions Already Answered
What is 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 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.