FOR FAMILIES
True wealth is Well-Being
We plan our finances carefully. We spend far less time talking about why they exist.
FOR FAMILIES
True wealth is Well-Being
We plan our finances carefully. We spend far less time talking about why they exist.
FOR FAMILIES
True wealth is Well-Being
We plan our finances carefully. We spend far less time talking about why they exist.
WHY
Legacy helps families define the meaning behind their financial assets. It keeps families connected, preserves stories, and ensures more than money is passed on.
WHY
Legacy helps families define the meaning behind their financial assets. It keeps families connected, preserves stories, and ensures more than money is passed on.
WHY
Legacy helps families define the meaning behind their financial assets. It keeps families connected, preserves stories, and ensures more than money is passed on.
Why Legacy Matters
Legacy work helps families:
Why Legacy Matters
Legacy work helps families:
Strengthen relationships across generations
Strengthen relationships across generations
Create a shared language around what matters
Preserve stories that would otherwise be forgotten
Preserve stories that would otherwise be forgotten
Build continuity as families grow and change
Build continuity as families grow and change
They understand your financial picture and can help create space for conversations about Values, Purpose, and Legacy. When families and advisors do this work together, relationships deepen and trust grows over time.
Financial advisors are uniquely positioned to support families at the intersection of meaning and money.
They understand your financial picture and can help create space for conversations about Values, Purpose, and Legacy. When families and advisors do this work together, relationships deepen and trust grows over time.
Financial advisors are uniquely positioned to support families at the intersection of meaning and money.
True Wealth Is More Than Money
At Total Family, we believe true wealth is well-being.
True Wealth Is More Than Money
At Total Family, we believe true wealth is well-being.
True Wealth Is More Than Money
At Total Family, we believe true wealth is well-being.
HUMAN CAPITAL
The family’s shared traditions, stories, and ways of being that shape its identity across generations.
SOCIAL CAPITAL
The relationships, trust, and shared decision-making that support how the family works and grows together.
CULTURAL CAPITAL
The knowledge, wisdom, and life experiences shared across generations.
INTELLECTUAL CAPITAL
Individual habits, behaviors, and attitudes of each family member.
FINANCIAL CAPITAL
The assets and financial resources established and transferred from one generation to the next.
HUMAN CAPITAL
The family’s shared traditions, stories, and ways of being that shape its identity across generations.
SOCIAL CAPITAL
The relationships, trust, and shared decision-making that support how the family works and grows together.
CULTURAL CAPITAL
The knowledge, wisdom, and life experiences shared across generations.
INTELLECTUAL CAPITAL
Individual habits, behaviors, and attitudes of each family member.
FINANCIAL CAPITAL
The assets and financial resources established and transferred from one generation to the next.
HUMAN CAPITAL
The family’s shared traditions, stories, and ways of being that shape its identity across generations.
SOCIAL CAPITAL
The relationships, trust, and shared decision-making that support how the family works and grows together.
CULTURAL CAPITAL
The knowledge, wisdom, and life experiences shared across generations.
INTELLECTUAL CAPITAL
Individual habits, behaviors, and attitudes of each family member.
FINANCIAL CAPITAL
The assets and financial resources established and transferred from one generation to the next.
CULTURAL CAPITAL
The knowledge, wisdom, and life experiences shared across generations.
HUMAN CAPITAL
The family’s shared traditions, stories, and ways of being that shape its identity across generations.
INTELLECTUAL CAPITAL
Individual habits, behaviors, and attitudes of each family member.
SOCIAL CAPITAL
The relationships, trust, and shared decision-making that support how the family works and grows together.
FINANCIAL CAPITAL
The assets and financial resources established and transferred from one generation to the next.
How Total Family Helps
Total Family’s FamilyOS software gives families a simple place to do this work together.
How Total Family Helps
Total Family’s FamilyOS software gives families a simple place to do this work together.
This work happens on your time and prepares you for more meaningful conversations with your advisor.
This work happens on your time and prepares you for more meaningful conversations with your advisor.
Get Started
Share Total Family with your financial advisor and let them know you’re interested in building your legacy together.
If legacy matters to you, the next step is to bring your advisor into the process.
Get Started
Share Total Family with your financial advisor and let them know you’re interested in building your legacy together.
If legacy matters to you, the next step is to bring your advisor into the process.
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?
Stay in the Total Family Loop
Sign up to receive insights and updates tailored to you. We respect your privacy.
Stay in the Total Family Loop
Sign up to receive insights and updates tailored to you. We respect your privacy.
Stay in the Total Family Loop
Sign up to receive insights and updates tailored to you. We respect your privacy.