![Jackson F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jackson F.")
JF

Jackson F.

Financial Advisor

Mid-Market (51-1000 emp.)

6/22/2026

"User-Friendly Portal for Curating Meaningful Family Conversations & Capturing Lasting Moments"

4.5/5

What do you like best about Total Family?

The ability to curate conversations that most advisors aren’t having—and that some families aren’t even having internally across generations.

The interface is very user-friendly and intuitive to use. The ability to add photos, milestone and legacy letters all in one vault Review collected by and hosted on G2.com.

What do you dislike about Total Family?

I honestly don’t see any real downsides to Total Family. Building out and “onboarding” everything Total Family has to offer can take a while, but conversations around legacy, values, and related topics aren’t meant to be rushed or wrapped up in a short stint. Review collected by and hosted on G2.com.

What problems is Total Family solving and how is that benefiting you?

Providing a resource for clients that many want, but don't know how to do or start. Kin, the AI chatbot is a tremendous resource for not only advisor but clients to ask questions and browse the vast library that Total Family has created Review collected by and hosted on G2.com.

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See what 3 reviewers think of Total Family

4.8 out of 5 · Verified reviews from real users

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