Stay with the family as wealth passes to the next generation
THE LEGACY SCORE
See where your firm stands today
The Legacy Score is a 0–100 measure of how fully Legacy work is built into your firm.
It looks at three areas:
PRIVATE BY DEFAULT
Your results stay private. Total Family does not publish them or share them with other firms. Your firm may share them internally.
Learn About the Legacy Score
IMPLEMENTATION
Choose how to implement Legacy
You don’t need to begin with every advisor or every client. We work with your leadership to choose an approach that fits how your firm operates and what you want to achieve.
YEAR 1
We agree on the scope before implementation begins. The package combines the advisor licenses needed for the agreed rollout with a practical plan and support for putting Legacy into action.
YOUR FIRM PROVIDES
Executive sponsor
Internal owner
Marketing lead
Participating advisors
Total Family works alongside your team to put the agreed plan into practice.
After Year 1, you can increase implementation support, reduce it, or continue with standalone advisor licenses as your priorities change.
INCLUDED
✓
Legacy Assessment, the complete Legacy Score, and annual reassessment.
✓
A detailed 12-month plan with priorities, owners, and milestones, plus leadership check-ins at six months and at renewal.
✓
Advisor licenses for the agreed rollout, with unlimited client enrollment.
✓
Kickoff training, a marketing strategy meeting, and workflow recommendations.
FAQ
Does implementation have to cover the entire firm?
⌃
No. You can begin within a family office, through client programming, through a specialized team, through advisors, or with a combination. We scope the work around your goals and capacity.
Are advisor licenses included? ⌄
What’s the difference between the Discovery and complete Legacy Score? ⌄
START HERE
See where your firm stands and get a starting point for talking about implementation.
13 questions, about 5–7 minutes. Best estimates are welcome. Afterward, you’ll be invited to discuss your results with Total Family.
