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.
Software
Total Family provides a secure digital platform that helps families reflect, align, and stay connected across generations.
It guides users through structured prompts to define values, purpose, and family priorities, while capturing important stories, decisions, and milestones in one private place. Built to support long-term connection and clarity, the platform helps families live their legacy and enables advisors to stay meaningfully involved across generations.
Support and services
We support our partner firms every step of the way.
Total Family provides white-labeled materials, advisor onboarding, and best-practice guidance to ensure the platform becomes a seamless and valuable part of the client experience. From rollout strategies to ongoing updates, we help advisors engage families meaningfully and consistently, without adding complexity.
Social channels
Cost structure
Free support, Based on SLA
Support & Services
Learn what support and services you can expect
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