Total Family

A few months ago, a thoughtful client asked us: "What if my husband and I could uncover our values, purpose, and roles in your software and seamlessly share it with our children and family office to help them better understand us?" 💡 Not a bad idea, right? Next month, we take a significant step toward our company purpose: to help others discover and live their vision. With our 2025 software updates, families and firms will have even greater tools to connect, collaborate, and align across generations. 🎁 Building relationships with the Rising Gen just got a little easier. ✅

Holiday Wish List: A Partner Firm in Denver At Total Family, we’ve grown to partner firms in 19 states—helping families thrive through intentional dynamics and governance work. But there are still a few cities where we haven’t yet found the right wealth partner. Denver is at the top of our list. If you know an exceptional family office or RIA in Denver, please comment below or share this link to our partner application: https://lnkd.in/eh5Ew55B The right partner for us is a firm that embraces the belief there’s more to wealth than money, seeks to better understand their clients’ values, purpose, and priorities, and is committed to helping families build greater alignment and connection. Now’s the perfect time to help us ensure more families thrive for generations to come. #denver #denverco #colorado #wealthfirm #wealthbuilding #family #familydynamics

New article! Discover how families can use open communication and charitable giving to pass on more than just money. It’s about fostering connections, purpose, and shared goals across generations. Learn how to uncover key strategies for engaging G2 and G3 in meaningful conversations that will preserve family wealth and harmony for years to come. How does your family incorporate its values into wealth discussions? Let’s start a conversation! 💬 Thanks to Steve Gresham Suzanne Schmitt Michael Ryan Gold CFP®, MBA, CEPA® Tina Powell Debra Brennan Tagg, CFP® Joe Steuter Alex Kirby Kirsten Meneghello, JD, PCC, CPRC Robert Laura Amie Nicholson Laura Myles J. McHale, Jr. Angela Kambarian, M.A. #WealthManagement #FinancialPlanning #GenerationalWealth #CharitableGiving #EstatePlanning #LegacyPlanning #Philanthropy #WealthTransfer #FamilyOffice #IntergenerationalWealth #NextGenPlanning #FamilyValues #RetirementCoaching #FinancialAdvisor

The amount of amazing work the team has generated in the closing weeks of 2024 is nothing short of astonishing. It's a true privilege to work alongside a group of people so committed to finding innovative ways to help families invest in their well-being. It also feels like a great time to hit pause. If you need us and it's not an emergency, we’ll be recharging with our own families. See you in January! 🙂

📰 Our final newsletter for 2024 is here! As we close out the year, we’re sharing the latest insights and tools to help you navigate private markets and plan for success in 2025. 📊 Winter Solstice Report A thoughtful analysis of 2024's major events and their impact on private markets and alternative investments. 📚 This Month's Highlights: - Beyond Financial Capital: A Unified Approach to Intergenerational Wealth Transfer - in collaboration with Total Family - Rebalancing Your Investment Portfolio for 2025 - Due Diligence Template 💡 Spotlights: Nature as a Catalyst for Sustainable Investment Strategies - Interview with Kristian Nammack Kara: Transforming Private Markets with Sustainable Data Solutions Close out 2024 with expert perspectives and actionable insights to guide your investment decisions.

"Developing relationships with clients’ spouses or children is a top long-term growth strategy among HNW practices as the prospect of wealth moving from primary clients to spouses and children becomes ever more urgent. Conducting family meetings and maintaining a regular cadence of communication amongst family members is a key best practice, according to 89% of firms surveyed by Cerulli in 2024." ⬇️

The most heartwarming gift this holiday season? Empowering families to create wealth that extends beyond finances. The Five Forms of Capital, developed by the The James E. Hughes, Jr. Foundation, redefine wealth as more than just financial assets—it’s about fostering the well-being of families. Discover the framework that will help shape wealth for generations and share it with your clients. Sign your firm up as a partner today to access this valuable resource: https://lnkd.in/etHqyGC6

Imagine three bricklayers, each busy constructing a church. The first, weary and resigned, sees his job as a grind—just laying bricks to pay the bills. The second, more enthusiastic, views his work as building a wall, contributing to a future celebration. But it’s the third bricklayer who truly inspires. With hands dirty but eyes shining, he explains he’s creating a masterpiece that will stand for centuries, a testament to faith and human spirit. These differing perspectives reveal a powerful truth: meaning transforms our actions. When we engage deeply in our work—entering the “flow state”—time flies and our efforts feel worthwhile. Engaged workers find intrinsic motivation and greater satisfaction. Research shows meaningful work enhances well-being, especially for younger generations who value purpose over paychecks. So, how do we find this meaning? Focus on awareness and relationships. Studies show that feeling safe, cared for, and valued at work boosts our sense of purpose. By embracing our tasks with intention and heart, we transform our daily grind into a source of fulfillment. In doing so, we build not just walls, but lives rich with meaning and purpose. Pictured - Making a work trip more meaningful by bringing along a helper! For more on money and meaning, check out my new book The Soul of Wealth - https://lnkd.in/e7eT9hEc

Someone got an upgrade! Head to https://lnkd.in/ehxuAaJn to check out our updated site!

When it comes to intergenerational wealth, there’s more to pass down than money. Family offices play a unique role as stewards of these diverse forms of wealth, helping families preserve values, knowledge, and relationships alongside financial assets. In our latest article, created in collaboration with Total Family, we explore the full spectrum of family wealth – cultural, human, social, intellectual, and financial – and the vital role each plays in building a lasting legacy. By embracing all aspects of family capital, we can help create a legacy of well-being that supports generations to come. Read full article: https://bit.ly/3YOQxii