Total Family Management Solutions

Most wealth transfer planning stops at documents and structures. Total Family Management Solutions was built on the observation that fewer than 3% of families are ever offered structured legacy work beyond legal and financial planning, and that more than 81% of clients do not stay with their parent's advisor after a generational transfer. The FamilyOS platform addresses both problems by giving advisors a repeatable system to capture family values, stories, and purpose alongside financial data.

The platform is designed to sit inside existing advisory workflows rather than replace them. Advisors manage client relationships through their own dashboard while families engage directly with the software. Four core modules form the working structure:

• Vision: captures personal and family values, purpose, and roles
• Milestones: tracks meaningful family moments over time
• Legacy Letters: converts insights into written messages for future generations
• Kin AI: provides conversation prompts and meeting preparation support

One advisor license includes unlimited family enrollments, a white-labeled client experience, an advisor education library, and access to all platform updates. A 90-day free trial is available with full access and no commitment. The annual premium license is priced at $5,000 per advisor. Enterprise and firm-wide pricing exists but is not publicly detailed. The platform does not address portfolio management, financial reporting, or any investment function, so it operates as a complement to existing wealth management tools rather than a replacement for any of them. It is most relevant for advisors and wealth firms looking to build multigenerational client relationships with HNW and UHNW families, and less suited to teams whose sole priority is investment operations.

• Capturing and preserving family values, purpose, and legacy narratives
• Structuring multigenerational family conversations for wealth advisors
• Producing legacy letters and written family records
• Tracking family milestones and life events over time
• Supporting advisor meeting preparation through AI-assisted prompts
• Delivering a consistent legacy service experience across an advisor's entire client base

• Vision module for capturing family and personal values
• Milestones tracker for meaningful family moments
• Legacy Letters tool for turning insights into written messages
• Kin AI for conversation deepening and meeting preparation
• White-labeled client-facing experience
• Advisor dashboard with multi-family management
• Unlimited family enrollment per advisor license
• Advisor education and resource library
• 90-day full-access free trial
• Platform updates included in annual license

Built for Advisors / Wealth Advisors (RIA), Private Wealth Owners / Principals, Single Family Office (SFO), Multi Family Office (MFO).

Advisor resource library and education included with license. Contact form available on site.