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Wealth as Well -being

Wealth as Well -being

Wealth as Well -being

Family Polaroid
Family Polaroid

Wealth isn’t just money.

Wealth isn’t just money.

Gen Z is

Gen Z is

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more likely than their grandparents to value passing down life lessons over material possessions. Yet most advisors focus only on financial capital.

more likely than their grandparents to value passing down life lessons over material possessions. Yet most advisors focus only on financial capital.

Values fade.

Values fade.

Decisions lose their meaning.

Decisions lose their meaning.

What remains is wealth without understanding.

What remains is wealth without understanding.

5 Forms of Capital

5 Forms of Capital

Human Capital

Physical health, mental health, and a sense of self. The behavior and habits that we live.

  • Ideas to grow human capital:

  • Reading and journaling

  • Any form of personal growth or self-improvement

Human Capital

Physical health, mental health, and a sense of self. The behavior and habits that we live.

  • Ideas to grow human capital:

  • Reading and journaling

  • Any form of personal growth or self-improvement

Social Capital

Relationships and shared decision making. Strong relationships and clear communication build trust and resolve conflict faster.

  • Ideas to grow human capital:

  • Hold regular family meetings

  • Take annual trips or retreats

Social Capital

Relationships and shared decision making. Strong relationships and clear communication build trust and resolve conflict faster.

  • Ideas to grow human capital:

  • Hold regular family meetings

  • Take annual trips or retreats

Cultural Capital

The spirit of the family. This is the family’s shared values, purpose, and legacy.

  • Ideas to grow human capital:

  • Invest in a FamilyOS

  • Host a family retreat

Cultural Capital

The spirit of the family. This is the family’s shared values, purpose, and legacy.

  • Ideas to grow human capital:

  • Invest in a FamilyOS

  • Host a family retreat

Intellectual Capital

The family’s collective and shared knowledge. Multi-generational learning and teaching keep wisdom alive.

  • Ideas to grow human capital:

  • Capture family stories

  • Host storytelling sessions across generations

Intellectual Capital

The family’s collective and shared knowledge. Multi-generational learning and teaching keep wisdom alive.

  • Ideas to grow human capital:

  • Capture family stories

  • Host storytelling sessions across generations

Financial Capital

The assets and financial resources established and transferred across generations.

  • Ideas to grow human capital:

  • Align financial decisions with your family’s long-term vision

  • Partner closely with your trusted wealth advisor

Financial Capital

The assets and financial resources established and transferred across generations.

  • Ideas to grow human capital:

  • Align financial decisions with your family’s long-term vision

  • Partner closely with your trusted wealth advisor

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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What best describes you

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What best describes you