IN THE FIELD GUIDE
totalfamily
totalfamily.io
Helping families define the meaning behind their financial assets and preserve stories and context for future generations. Milestones feature to track meaningful family moments over time. Vision feature to capture values, purpose, and roles quickly.
THE PRODUCT, BEYOND THE PITCH
Editorially reviewed · Sources checked Sep 12, 2026
A good fit for
- Families and financial advisors, including wealth consultants and enterprise firms, who want to preserve family legacy beyond financial assets.
- Families seeking to establish shared language and vision across generations and preserve stories, values, and milestones securely.
Know the limitations
- Fewer than 3% of families are ever offered structured legacy work, indicating limited availability or adoption of such services.
What you can do
- Helping families define the meaning behind their financial assets and preserve stories and context for future generations.
- Advisors using the platform to create more natural referral opportunities and build relationships with high-net-worth clients.
Features
- Milestones feature to track meaningful family moments over time.
- Vision feature to capture values, purpose, and roles quickly.
- Kin AI provides intelligent support to deepen conversations and prepare for meetings.
- Legacy Letters feature to turn insights into memorable messages for families.
- Family Resource Library and Education included in free and premium plans.
Integrations
Not confirmed yet.
Platforms & data export
Not confirmed yet.
THE COST FOR YOUR TEAM
Go beyond the starting price.
Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.
Known monthly subtotal
$0.00/month
1 of 1 tools could not be priced with these inputs, so this is not the full cost.
| Tool / plan | Monthly | Per year | What this assumes |
|---|---|---|---|
| No pricing recorded yet. Check the official site, or ask the owner to add it. | |||
A practical workflow
- Advisors can integrate Total Family into existing client experiences without adding hours to their week.
- The platform supports advisors in leading legacy work by providing tools like Vision, Milestones, Legacy Letters, and Kin AI.
Based on the sources below. Editorial review does not imply hands-on product testing.
Alternatives to explore
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