3 Level Framework
3 Level Framework
3 Level Framework
Legacy Needs an Operating Model
Legacy breaks down when it relies on conversations alone.
Legacy Needs an Operating Model
Legacy breaks down when it relies on conversations alone.
Families
need structure.
Families
need structure.
Advisors
need consistency.
Advisors
need consistency.
Firms
need a model that scales.
Firms
need a model that scales.
Modern legacy work requires software as its foundation, supported by advisors and specialists working together. That belief led us to a three-level approach designed to move legacy out of silos and into practice.
Most wealth firms understand the importance of legacy.
Most wealth firms understand the importance of legacy.
What they struggle with is delivering legacy support consistently and at scale.
What they struggle with is delivering legacy support consistently and at scale.
Offered inconsistently across advisors
Available only to a small segment of clients
Dependent on a few specialists or external consultants
Difficult to scale without adding cost or complexity
The result is a gap between what firms believe legacy should be and what they are able to deliver in practice.
We believe this is not a commitment problem. It is a systems problem.
We believe this is not a commitment problem. It is a systems problem.
Most wealth firms understand the importance of legacy.
What they struggle with is delivering legacy support consistently and at scale.
Offered inconsistently across advisors
Available only to a small segment of clients
Dependent on a few specialists or external consultants
Difficult to scale without adding cost or complexity
The result is a gap between what firms believe legacy should be and what they are able to deliver in practice.
We believe this is not a commitment problem. It is a systems problem.
The Three Levels of Legacy
Our approach to legacy is built around three integrated levels. Each plays a distinct role. Together, they create a more consistent and scalable way to deliver legacy.
The Three Levels of Legacy
Our approach to legacy is built around three integrated levels. Each plays a distinct role. Together, they create a more consistent and scalable way to deliver legacy.
Level 1: Client-Led
Software as the foundation
Legacy begins with software
Families need access to the right tools at the right time, on their own schedule. Software gives families a practical place to begin and allows firms to meet clients where they are without increasing demands on advisors.
At this level:
Families engage on their own time
Legacy becomes accessible to all clients
A shared language begins to form
01
Client Led
02
ADVISOR LED
03
CONSULTANT LED
Level 1: Client-Led
Software as the foundation
Legacy begins with software
Families need access to the right tools at the right time, on their own schedule. Software gives families a practical place to begin and allows firms to meet clients where they are without increasing demands on advisors.
At this level:
Families engage on their own time
Legacy becomes accessible to all clients
A shared language begins to form
Level 1: Client-Led
Software as the foundation
Legacy begins with software
Families need access to the right tools at the right time, on their own schedule. Software gives families a practical place to begin and allows firms to meet clients where they are without increasing demands on advisors.
At this level:
Families engage on their own time
Legacy becomes accessible to all clients
A shared language begins to form
Why This Model Works
Why This Model Works
Why This Model Works
Most legacy efforts begin at the deepest level.
That is why they reach so few families
Most legacy efforts begin at the deepest level.
That is why they reach so few families
Our approach allows legacy to start simply and scale intentionally.
More families engage meaningfully
Advisors remain central to the relationship
Specialists add value where it matters most
Legacy becomes consistent, not episodic
Legacy does not need to be bespoke to be meaningful. With the right system, it becomes repeatable, accessible, and enduring.
Legacy does not need to be bespoke to be meaningful. With the right system, it becomes repeatable, accessible, and enduring.
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?
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