Total Family
The way we do legacy is broken. We know this because, according to Ancestry, 53 percent of people cannot name all four of their grandparents. For us, that is more than a trivia question — it is a warning.
The legal and financial components of legacy are essential. But somewhere along the way, we have allowed the people, values, and stories to slip through our fingers. And when that happens, the connection to the advisor often slips away too. Eight out of ten heirs will leave their parents’ advisor.
Total Family created a FamilyOS so wealth firms and their clients can preserve the past, strengthen connections in the present, and inspire the future.
A FamilyOS allows advisors to stay in the story with their clients, deepen trust across generations, and create lasting multi-generational relationships. For families, it becomes a living legacy — one that captures not just what they own, but who they are.
Total Family works with some of the top wealth firms and family offices in the US and is continuously looking for the right partner firms. We are not simply keeping track of assets. We are making sure the people and the stories make the journey too.
Have a question regarding Total Family?
Contact Total Family directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
What sets Total Family apart?
The financial and legal sides of legacy matter—but they can’t come at the expense of the people and the stories. FamilyOS gives advisors a tool their clients can use to invest in legacy on their own terms, building a foundation that goes beyond documents and balances.
It complements financial planning by helping families define the stories, values, and people that make the money matter. It helps clients feel more connected—and helps advisors stay connected—across generations.
Alex Kirby
Services
Total Family believes every family has a legacy, and tools like our FamilyOS should be available to everyone who wants them.
We offer an advisor license that allows wealth advisors to enroll any or all of their clients into our FamilyOS. This is one of the most powerful tools for creating multi-generational relationships, deepening existing client relationships, and differentiating yourself from competitors.
Offered exclusively through select partner firms, our FamilyOS is fully white-labeled and supported by extensive advisor education to ensure legacy work becomes a signature part of your value proposition.
Dedicated coach
Total Family provides a dedicated family coach to help family leaders have guided conversations about their vision, values, and game plans for the most important aspects of their lives. With ongoing 90-minute virtual family coaching workshops, TFM offers modern and convenient support for discussing the things that matter most.
Workshops
Total Family provides families with workshops that cover important topics such as roles, Values, the future, children, and communication. The ongoing agendas are driven by family leaders, with TFM coaches in the passenger seat, and designed to help heads of households define success for their own families.
Software
Total Family’s proprietary software platform helps families stay on track, schedule, and keep their family office informed. The software allows families to keep a digital record of their entire journey, stored in one place.
Cost structure
Free support, Based on SLA
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
- 11-50
Founded
- 2021
Incorporated
- Towson, Maryland
Locations
- United States of America
Ownership
- Owned by management
Social Channels
Focus
- Multi-family offices
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs)
We work with a number of high profile multi-family offices in the United States, but do not disclose specific references without discussion
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Support & Services
Learn what support and services you can expect
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Resources
Multi-family office guide to valuesCompany Representative
