Kin Ai

Intelligent support to deepen conversations.

Legacy Letters

Turn insights into messages families will remember.

Vision & Milestones

Capture Values, Purpose, and Roles in minutes. Track meaningful family moments over time.

Legacy has been reduced to legal structures.

Advisors help families build wealth. Far fewer help them define what that wealth is for... Over time, families lose the stories, context, and connection that give their wealth meaning. Future generations inherit assets without understanding where they came from or why they matter. This course shows how Total Family closes that gap, and where you fit in.

Four things you’ll be able to explain after this module.

- Why Total Family exists, and what families most often lose over time: stories, context, and connection. - The six values that guide every Total Family decision, from “Legacy Is Human” to “Legacy Lives On.” - The four platform modules (Vision, Milestones, Kin AI, and Legacy Letters) and what each one does for a family. - Your role as a legacy advocate: you guide the process, families do the reflective work, and Total Family provides the rest.

Curriculum

1 Chapter · 7 Lessons

    1. (Included in full purchase)

      Welcome

    2. (Included in full purchase)

      Legacy has been reduced to legal structures

    3. (Included in full purchase)

      About Total Family

    4. (Included in full purchase)

      Our Values

    5. (Included in full purchase)

      The platform

    6. (Included in full purchase)

      Your Role

    7. (Included in full purchase)

      Quick Check

Seven minutes to see the whole picture.

Seal the deal with a bit more content that supports the main call to action.

Enroll for free