Total Family

2 reviews

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.