Alex Kirby

Most firms lose the family when the money moves. Total Family helps advisors build relationships with the whole family before that happens. We do it through legacy planning: values, stories, milestones and the conversations that connect generations. One advisor turned a single legacy conversation into a $50M relationship. Start here:• Free Legacy Score for your firm: https://forms.monday.com/forms/0346d1534516f5b6fca8aaecd550cb13• 2026 State of the Family report: https://totalfamily.io/resources/state-of-the-family-report-26totalfamily• Visionary Advisor podcast: https://podcasts.apple.com/us/podcast/visionary-advisor/id1804320487• If you're legacy curious, let's talk: https://savvycal.com/Alex-Kirby/discussion-with-alex