What you'll learn

Mastering soft skill

Navigate complex family politics with professional poise.

Enhanced Client Retention

Build multi-generational bonds that outlast original patriarchs.

Global Advisor Network

Connect with elite professionals worldwide for co-advisory.

Curriculum

5 Chapters · 41 Lessons

  1. 1

    Welcome to Total Family

    1. (Included in full purchase)

      Why We Exist

    2. (Included in full purchase)

      About Total Family

    3. (Included in full purchase)

      Our Values

    4. (Included in full purchase)

      The Platform

    5. (Included in full purchase)

      Your Role

    6. (Included in full purchase)

      Quiz Check

  2. 2

    What Are Values?

    1. (Included in full purchase)

      Defining Values

    2. (Included in full purchase)

      Why Values Matter

    3. (Included in full purchase)

      The 72 Values

    4. (Included in full purchase)

      Values in the software

    5. (Included in full purchase)

      Personal vs Family Values

    6. (Included in full purchase)

      How Advisors Use Value

    7. (Included in full purchase)

      Quick Check

  3. 3

    What Is Legacy Work?

    1. (Included in full purchase)

      Defining Legacy

    2. (Included in full purchase)

      Why Legacy is Broken

    3. (Included in full purchase)

      5 Forms of Family Capital

    4. (Included in full purchase)

      Legacy vs Estate Planning

    5. (Included in full purchase)

      The Advisors Advantage

    6. (Included in full purchase)

      Software at Work

    7. (Included in full purchase)

      Quick Check

  4. 4

    Vision: Values, Purpose & Roles

    1. (Included in full purchase)

      What is vision?

    2. (Included in full purchase)

      Part One: Values

    3. (Included in full purchase)

      Part Two: Purpose

    4. (Included in full purchase)

      Part Three: Roles

    5. (Included in full purchase)

      Personal Vision

    6. (Included in full purchase)

      Personal Vision Video

    7. (Included in full purchase)

      Family Vision

    8. (Included in full purchase)

      Family Vision Video

    9. (Included in full purchase)

      Vision in Action

    10. (Included in full purchase)

      Bridging both Visions

    11. (Included in full purchase)

      Key Differences

    12. (Included in full purchase)

      Quick Check

    13. (Included in full purchase)

      Real Conversation

  5. 5

    Putting It Into Practice

    1. (Included in full purchase)

      Your Starting Point

    2. (Included in full purchase)

      3-Level Framework

    3. (Included in full purchase)

      Enrolling Your First Client

    4. (Included in full purchase)

      The Debrief Meeting

    5. (Included in full purchase)

      Integrating Vision into Meetings

    6. (Included in full purchase)

      Advisors View in the Platform

    7. (Included in full purchase)

      Kin AI

    8. (Included in full purchase)

      Quick Check

Elevate your practice beyond investment returns to become a true family steward.

Navigate the emotional complexities of estate law with empathy and precision.

Integrate human-centric advice with technical tax and accounting frameworks.

What people are saying

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Working mom

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Finally, a handbook that makes photography feel simple! It covers everything from camera settings to post-processing in a way that actually makes sense.
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Amateur photographer

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Approximately 1 hour | Advisor Academy | Certificate Included

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