---
description: Detailed reviews on Total Family based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages thanks to GetApp United Arab Emirates. Compare Total Family with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Total Family Reviews, Prices & Ratings | GetApp UAE 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/1265/financial-crm/software) > [Total Family](/software/2257162/total-family)

# Total Family

Canonical: https://www.getapp.ae/software/2257162/total-family

> Total Family is a cloud-based legacy platform for RIAs, advisory firms, and family offices. Advisors invite clients to build a Family Vision, track Milestones, write Legacy Letters, and use KinAI to organize it all — strengthening retention across generational wealth transfers.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Key benefits of Total Family

Reduce heir attrition: give advisors a concrete way to stay relevant to the next generation before an inheritance transfer happens, not after.

Enroll clients fast: invite a family to the platform from the advisor dashboard in under a minute, no manual setup required.

See the whole book of business at a glance: track every family's vision completion, milestones, and legacy letters from one advisor dashboard.

Deepen every client conversation: walk into meetings already knowing a family's values, goals, and milestones instead of starting from a portfolio review.

Make legacy planning approachable: KinAI guides families through reflection step by step, so building a Vision or Legacy Letter takes minutes, not hours.

Keep the whole team aligned: manage advisor roles, statuses, and assigned families in one place.

No IT lift required: fully cloud-based and browser-accessible, with nothing to install or maintain.

Support advisors from day one: every account includes the Advisor Resource Library and direct onboarding support from the Total Family team.

## About the vendor

- **Company**: Total Family
- **Location**: Lutherville, US
- **Founded**: 2021

## Commercial Context

- **Starting Price**: $5,000.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Annual premium license priced at $5,000 per advisor. One license includes unlimited family enrollments, a white-labeled client experience, an advisor education library, and access to all platform updates. Enterprise and firm-wide pricing is available, contact Total Family directly for a tailored quote."
- **Target Audience**: 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- AI Copilot
- Client Management
- Cloud
- Contact Management Software
- Dashboard Software
- Document Management Software
- For Financial Institutions
- Generative AI
- Knowledge Base
- Mobility
- Relationship Tracking

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software

## Category

- [Financial CRM Software](https://www.getapp.ae/directory/1265/financial-crm/software)

## Links

- [View on GetApp](https://www.getapp.ae/software/2257162/total-family)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/total-family/> |
| en-AE | <https://www.getapp.ae/software/2257162/total-family> |
| en-AU | <https://www.getapp.com.au/software/2257162/total-family> |
| en-CA | <https://www.getapp.ca/software/2257162/total-family> |
| en-GB | <https://www.getapp.co.uk/software/2257162/total-family> |
| en-IE | <https://www.getapp.ie/software/2257162/total-family> |
| en-NZ | <https://www.getapp.co.nz/software/2257162/total-family> |
| en-SG | <https://www.getapp.sg/software/2257162/total-family> |
| en-ZA | <https://www.getapp.za.com/software/2257162/total-family> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Review, Compare, and Evaluate small business software. GetApp UAE has software offers, SaaS and Cloud Apps, independent evaluations, and reviews.","email":"info@getapp.ae","url":"https://www.getapp.ae/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@id":"https://www.getapp.ae/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"Total Family","description":"Total Family is a cloud-based family legacy platform built for RIAs, financial advisory firms, family offices, and wealth consultants who want to deepen client relationships and retain assets through generational wealth transfers. Roughly 8 in 10 families fire their parents' advisor after an inheritance changes hands — Total Family gives advisors a system to prevent that by becoming part of the family's story long before a transfer happens.\n\nCore functionality: advisors enroll a client family from the advisor dashboard in under a minute. Families then work through four connected modules — Personal Vision (individual values, purpose, and life roles), Family Vision (shared priorities and goals across generations), Milestones (a living timeline of the family's story), and Legacy Letters (private written guidance for heirs, organized in the Legacy Vault across four capitals: Cultural, Social, Intellectual, and Human). KinAI, a built-in AI assistant, prompts families through reflection and helps organize their input so the process never feels like homework.\n\nFor advisors, the platform surfaces this family context automatically on a dedicated dashboard — enrollment status, vision completion, milestone activity, and legacy letter counts are visible across the full book of business at a glance, and advisors can manage team roles and assigned families from the same workspace. Every client meeting can start from real relational context instead of a portfolio review.\n\nTechnical details: Total Family is entirely browser-based with no software to install, works across desktop and mobile browsers, and is built on modern cloud infrastructure with role-based access control separating advisor, family, and admin views. The company follows a structured information-security program as part of its ongoing compliance work.\n\nTotal Family is not a genealogy tool, estate-planning platform, or tax product — it is purpose-built for the legacy and relationship-continuity conversation that most advisory firms have no system for today. New advisors can start a 30-day free trial at totalfamily.io, and every account includes the Advisor Resource Library plus direct onboarding support from the Total Family team.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/33ee4bb8-4c1f-4ed1-9376-b2fdc1441511.jpeg","url":"https://www.getapp.ae/software/2257162/total-family","@id":"https://www.getapp.ae/software/2257162/total-family#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.ae/#organization"},"offers":{"price":"5000","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.getapp.ae/software/2257162/total-family#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial CRM Software","position":2,"item":"/directory/1265/financial-crm/software","@type":"ListItem"},{"name":"Total Family","position":3,"item":"/software/2257162/total-family","@type":"ListItem"}]}]}
</script>