of affluent investors say their children have never met their advisor
of client assets are retained after transfer to their inheritors
Financial expertise has become table stakes.
Technology has compressed differentiation, and clients increasingly expect more than portfolios and plans.
Legacy is where advisors move from managing assets to guiding families.
It is how trust deepens, relationships last, and relevance carries forward across generations.
Elevated in clients' eyes.
Become a trusted guide for the family's values, purpose, and legacy
Earlier connections
More generations
Proactively engage children and grandchildren before the wealth changes hands
Relationships
that endure
Build continuity through generational transitions and inspire family referrals
1 single conversation can lead to
Referrals
With one advisor license, you can deliver legacy work across your entire client base in a consistent, practical way.
Unlimited clients per advisor
White labeled client experience
Advisor education and resources included
Simple implementation alongside your existing workflow
You do not need to become a legacy expert. That is our focus. We bring the research, the frameworks, and the platform so you can guide clients with confidence through the conversations that matter most.
What Advisors Say
“That’s where I feel like it’s been helpful to have Total Family be that structure that everyone on the advisory team can plug into. So whereas we really do pride ourselves on having very customized and personalized conversations with our clients, this is kind of that backbone that we can use that is in a way making sure that everyone is kind of working from the same framework when they have these conversations with a client.”
Jessica Gibbs, CFP®, Chief of Staff, Monument Wealth Management
“I do think Total Family makes it so incredibly easy to insert legacy into your practice in so many different ways. There’s a lot of different places where it can fit in. And you don’t have to have it all figured out to get started. Just get started. There’s plenty of resources, plenty of tools, and you’ll kind of figure out along the way as you get your hands dirty. It’s such a value add and it’s so easy. There’s no reason not to do it.”
Emily Harper, Monument Wealth Management
“I found it very interesting that particularly the sort of five values that people would come up with, I felt like I kind of unlocked like a whole new level of knowing them just by seeing those five words. There were things that maybe I was familiar with or was circling through my years of working with them and developing their financial plan. But something about it, it kind of brought into focus. This is one of the five most important words to you, and we haven’t really dug into that.”
Jessica Gibbs, CFP®, Chief of Staff, Monument Wealth Management
“The onboarding process was very hands on and we continue to receive a ton of support to make sure we are receiving as much value as possible. The user experience is very intuitive for both myself as the advisor and the clients I invite to use the platform. I receive helpful insights automatically that I can use to support conversations with my clients and untap new ways to engage with them on a deeper level.”
Emily H., Vice President & Partner · Verified review on G2
“The ability to curate conversations that most advisors aren’t having—and that some families aren’t even having internally across generations. The interface is very user-friendly and intuitive to use. The ability to add photos, milestone and legacy letters all in one vault.”
Jackson F., Financial Advisor · Verified review on G2
“Provides a collaborative platform that deepens client relationships by facilitating meaningful conversations about personal and family values, purposes, and roles.”
Trace C., Owner/Partner · Verified review on G2
