Total Family

Most families leave their advisor when wealth passes to the next generation. Total Family is AI-native software that helps advisors and firms change that by bringing legacy into the client experience. Families define a shared Vision, capture their stories and milestones, and write Legacy Letters, with KinAI guiding them along the way. Advisors get a white-labeled experience, training through the Advisor Academy, and unlimited families on every license, so they become the advisor the whole family trusts, generation after generation.