FOR ENTERPRISE FIRMS

A Firm-Wide Approach to Legacy

Legacy done well becomes an advantage. Legacy ignored becomes risk.

View Prcicing

FOR ENTERPRISE FIRMS

A Firm-Wide Approach to Legacy

Legacy done well becomes an advantage. Legacy ignored becomes risk.

View Prcicing

FOR ENTERPRISE FIRMS

A Firm-Wide Approach to Legacy

Legacy done well becomes an advantage. Legacy ignored becomes risk.

View Prcicing

WHY

Legacy directly impacts client experience, retention, and long-term enterprise value. As assets move across generations, firms need a consistent way to stay relevant at scale.

WHY

Legacy directly impacts client experience, retention, and long-term enterprise value. As assets move across generations, firms need a consistent way to stay relevant at scale.

WHY

Legacy directly impacts client experience, retention, and long-term enterprise value. As assets move across generations, firms need a consistent way to stay relevant at scale.

The Enterprise Reality

Large wealth firms are navigating clear shifts:

The Enterprise Reality

Large wealth firms are navigating clear shifts:

Client experience is now a primary differentiator

Technology expectations continue to rise

Retention through generational transfer is increasingly difficult

Rising generations are not defaulting to their parents’ advisors

A Platform Built for Scale

Total Family’s FamilyOS brings structure to legacy work without adding friction.

A Platform Built for Scale

Total Family’s FamilyOS brings structure to legacy work without adding friction.

Firms use FamilyOS to:

Deliver a consistent legacy experience across advisors

Support advisors without requiring legacy expertise

Enroll unlimited clients firm-wide

Maintain a fully white-labeled experience

Fit alongside existing technology and workflows

A True Enterprise Partnership

Enterprise relationships with Total Family extend beyond software.

A True Enterprise Partnership

Enterprise relationships with Total Family extend beyond software.

Partnerships often include:

Advisor training and education

Support for internal rollout and adoption

Collaboration with marketing and client experience teams

Ongoing refinement as expectations evolve

This work delivers meaningful ROI through stronger

retention, referrals, and long-term relevance.

Pricing follows the same per-advisor license model.
Enterprise discussions focus on implementation, alignment, and partnership.

View Advisor Pricing

A Discreet and Trusted Partner

Total Family works with some of the largest and most complex financial firms in the United States, including wirehouses, broker-dealers, custodians, independent RIAs, and large RIA aggregators.

Many partners value discretion.
We prioritize thoughtful collaboration over public promotion.

A Discreet and Trusted Partner

Total Family works with some of the largest and most complex financial firms in the United States, including wirehouses, broker-dealers, custodians, independent RIAs, and large RIA aggregators.

Many partners value discretion.
We prioritize thoughtful collaboration over public promotion.

Discuss a Firm-Wide Approach

Every firm approaches legacy differently. We start by understanding yours.

If you are exploring a firm-wide legacy initiative or broader partnership, we would welcome a conversation.

Discuss a firm-wide approach

Discuss a Firm-Wide Approach

Every firm approaches legacy differently. We start by understanding yours.

If you are exploring a firm-wide legacy initiative or broader partnership, we would welcome a conversation.

Discuss a firm-wide approach

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?

A Firm-Wide Approach to Legacy

A Firm-Wide Approach to Legacy

A Firm-Wide Approach to Legacy

The Enterprise Reality

The Enterprise Reality

A Platform Built for Scale

A Platform Built for Scale

A True Enterprise Partnership

A True Enterprise Partnership

Pricing follows the same per-advisor license model.
Enterprise discussions focus on implementation, alignment, and partnership.

Pricing follows the same per-advisor license model.
Enterprise discussions focus on implementation, alignment, and partnership.

Many partners value discretion.
We prioritize thoughtful collaboration over public promotion.

Many partners value discretion.
We prioritize thoughtful collaboration over public promotion.

Discuss a Firm-Wide Approach

Discuss a Firm-Wide Approach

Your Questions Already Answered

Your Questions Already Answered

Your Questions Already Answered

Stay in the Total Family Loop

Stay in the Total Family Loop

Stay in the Total Family Loop

A Firm-Wide Approach to Legacy

A Firm-Wide Approach to Legacy

A Firm-Wide Approach to Legacy

The Enterprise Reality

The Enterprise Reality

A Platform Built for Scale

A Platform Built for Scale

A True Enterprise Partnership

A True Enterprise Partnership

Pricing follows the same per-advisor license model.Enterprise discussions focus on implementation, alignment, and partnership.

Pricing follows the same per-advisor license model.Enterprise discussions focus on implementation, alignment, and partnership.

Many partners value discretion. We prioritize thoughtful collaboration over public promotion.

Many partners value discretion. We prioritize thoughtful collaboration over public promotion.

Your Questions Already Answered

Your Questions Already Answered

Your Questions Already Answered

Stay in the Total Family Loop

Stay in the Total Family Loop

Stay in the Total Family Loop

Pricing follows the same per-advisor license model.
Enterprise discussions focus on implementation, alignment, and partnership.

Pricing follows the same per-advisor license model.
Enterprise discussions focus on implementation, alignment, and partnership.

Many partners value discretion.
We prioritize thoughtful collaboration over public promotion.

Many partners value discretion.
We prioritize thoughtful collaboration over public promotion.