1. [Home](https://www.g2.com/)
2. ...
3. [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)
4. [Total Family Discussions](https://www.g2.com/products/total-family/discuss)

[
 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_2b6922f647ce57a4e7e22a695ce97698/total-family.png "Product Avatar Image")
](/products/total-family/reviews)

[

Total Family

](/products/total-family/reviews)

(3)4.8/5

Total Family is a legacy planning platform built for wealth advisors, RIAs, and enterprise wealth firms. The software helps advisors engage client families beyond portfolio performance by guiding conversations around vision, values, purpose, family roles, milestones, and legacy letters. Advisors can invite client families into a white-labeled experience, use KinAI to prepare for and support legacy conversations, and access advisor education and resources inside the platform. Total Family is designed to help firms create a repeatable process for multigenerational client engagement, strengthen relationships with spouses, children, and rising-generation family members, and make legacy work easier to deliver at scale. The advisor license includes access to Vision, Milestones, Legacy Letters, KinAI, a white-labeled client experience, advisor resources, platform updates, and unlimited families, supporting both individual advisor adoption and broader firm-wide implementation across advisory teams alongside existing financial, estate, and client-service workflows.

Show More

When users leave Total Family reviews, G2 also collects common questions about the day-to-day use of Total Family. These questions are then answered by our community of 850k professionals. Submit your question below and join in on the G2 Discussion.

* * *

### 100.0

Nps Score

### All Total Family Discussions

Search

Most CommentedMost HelpfulPinned by G2Newest

All DiscussionsDiscussions with CommentsPinned by G2Discussions without Comments

FilterFilter

Filter byExpand/Collapse 

Sort by

Most Commented

Most Helpful

Pinned by G2

Newest

Filter by

All Discussions

Discussions with Comments

Pinned by G2

Discussions without Comments

Sorry...

There are no questions about Total Family yet.

## Start a New Software Discussion

Have a software question?

Get answers from real users and experts

[Start A Discussion](/products/total-family/discussions/new)

* * *

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_2b6922f647ce57a4e7e22a695ce97698/total-family.png "Product Avatar Image")

### Have you used Total Family before?

Answer a few questions to help the Total Family community

[
Yes
](javascript:void(0))[
Yes
](https://www.g2.com/authorize?form=signup&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-family%2Fdiscuss%3Fsmall_ask%3Dtotal-family)
No