Families stay when they feel known, understood, and supported beyond their balance sheet. Yet 81% of children leave their parent'sparent.s financial advisor, and 70% of widowsomen fire their financial advisor within a year of their spouse’s death.
FOR ADVISORS
90 Days Free Trial
Deliver a high-impact, multi-generational client experience for HNW and UHNW families — driving retention, growth, and referrals.
FOR ADVISORS
90 Days Free Trial
Deliver a high-impact, multi-generational client experience for HNW and UHNW families — driving retention, growth, and referrals.
FOR ADVISORS
90 Days Free Trial
Deliver a high-impact, multi-generational client experience for HNW and UHNW families — driving retention, growth, and referrals.
Trusted by RIAs, family offices, and top wealth teams nationwide.
WHY
Give every family a memorable high trust experience with a platform built for advisors who want to stay indispensable for generations.
WHY
Give every family a memorable high trust experience with a platform built for advisors who want to stay indispensable for generations.
WHY
Give every family a memorable high trust experience with a platform built for advisors who want to stay indispensable for generations.
Why Advisors Use our FamilyOS
Why Advisors Use our FamilyOS
More Referrals
Deeper Insight into What Clients Value
A Multi Generational Edge
Stronger Retention
More Referrals
Deeper Insight into What Clients Value
A Multi Generational Edge
How to Get Value in Your First 10 Minutes
How to Get Value in Your First 10 Minutes
Step 1
Create your account and explore the Advisor Dashboard.
Step 2
Invite yourself using a personal email and define your own Vvalues, Ppurpose, and Rroles — This is exactly what your clients will experience.
Step 5
Watch the Advisor Education Videos in our Advisor Resource Library for examples of how top firms use FamilyOS.
Step 1
Create your account and explore the Advisor Dashboard.
Step 2
Invite yourself using a personal email and define your own Vvalues, Ppurpose, and Rroles — This is exactly what your clients will experience.
Step 5
Watch the Advisor Education Videos in our Advisor Resource Library for examples of how top firms use FamilyOS.
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
What Advisors Say
What Advisors Say
With so much change in the wealth industry, this is the work that consistently matters for deepening trust and staying relevant.”
My HNW clients are not excited to talk about retirement, but when I ask what they want their family to remember they open up immediately.”
Your Questions Already Answered
Your Questions Already Answered
What will clients experience?
Is everything white labeled?
What happens after the 90 days?
What is included?
Deliver an experience that strengthens trust and grows your practice across generations.
Deliver an experience that strengthens trust and grows your practice across generations.
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.