there’s more to
wealth than money.
total family helps advisors strengthen family through clear vision
are you ready to elevate family wealth?
As a leader in family dynamics and governance, Total Family helps advisors deepen client relationships across generations. Our platform equips wealth firms to be architects of family legacies—guiding families toward a clear vision that allows advisors to deliver strategies aligned with core family values.
guided by vision, strengthened by connection
While financial advisors focus on financial capital, wealth advisors support holistic family well-being. Total Family partners with firms dedicated to helping families as a cohesive whole, drawing on Wealth 3.0 principles and the Five Forms of Family Capital to set a new standard for comprehensive, multi-generational support.
stand out with total family’s competitive edge
Differentiate Your Firm: Go beyond traditional advising with holistic family well-being services that attract UHNW clients.
Build Lasting Relationships: Engage spouses and the next generation to secure enduring client loyalty during wealth transfer.
Offer Family Well-Being Without Extra Overhead:
Total Family’s platform integrates seamlessly without increasing headcount or technology builds.
solutions for wealth firms
No Extra Headcount: Leverage Total Family’s expertise without adding to your team’s workload.
No Tech Build Needed: Avoid costly tech development with our ready-to-use platform.
No Added Advisor Burden: Our services are designed for seamless integration into your existing processes.
why partner with total family?
Independent & Family-Focused: We’re dedicated solely to family well-being and governance, without managing financial assets.
Purpose-Built Technology: Designed specifically for family legacy and vision, Total Family’s platform is easy to integrate across wealth firms.
Nationwide Reach: Our virtual services provide both broad access and insights into industry trends.