Enterprise relationships, built on trust and discretion
$6500
Total Family works with some of the largest and most complex financial firms in the United States, including wirehouses, broker-dealers, custodians, independent RIAs, and large RIA aggregators.
Many of our financial partners value discretion. We focus on long-term partnership and thoughtful implementation rather than public promotion.
If you’re exploring a broader relationship with Total Family, we’re happy to start a conversation.
Who Enterprise is For
Enterprise relationships are a fit for firms that are:
Who Enterprise is For
Enterprise relationships are a fit for firms that are:
Rolling out Total Family to 25+ advisors
Rolling out Total Family to 25+ advisors
Rolling out Total Family to 25+ advisors
Exploring a firm-wide approach to legacy
Exploring a firm-wide approach to legacy
Exploring a firm-wide approach to legacy
Seeking consistency across offices, teams, or regions
Seeking consistency across offices, teams, or regions
Seeking consistency across offices, teams, or regions
Investing in advisor training and enablement
Investing in advisor training and enablement
Investing in advisor training and enablement
Considering broader integration, content, or marketing partnerships
Considering broader integration, content, or marketing partnerships
Considering broader integration, content, or marketing partnerships
Operating as a broker-dealer, custodian, or platform partner
Operating as a broker-dealer, custodian, or platform partner
Operating as a broker-dealer, custodian, or platform partner
These relationships are built for firms thinking beyond individual licenses and toward long-term alignment.
How Enterprise Relationships Work
Enterprise conversations focus on bigger-picture goals.
How Enterprise Relationships Work
Enterprise conversations focus on bigger-picture goals.
Coordinated rollout across advisors or teams
Training and education to support adoption
Ongoing partnership as legacy work evolves
Increasing the long-term enterprise value of your practice
Alignment with firm-wide client experience initiatives
Pricing follows the same per-advisor license model. Enterprise discussions focus on implementation, alignment, and partnership.
Pricing follows the same per-advisor license model. Enterprise discussions focus on implementation, alignment, and partnership.
