Total Family

Join Exit Planning Institute on September 24th for Aligning Personal & Family Vision with Financial Planning, a free webinar presented by Alex Kirby. During this broadcast, you will learn how to inspire your clients, enhance their engagement, and improve long-term retention by integrating vision into your practice. You will also understand the importance of vision in planning and advisory services, identify and define key components of vision, and implement vision-based strategies in advisory practices. Register Now: https://lnkd.in/ehHpi_qi #webinar

📣 BREAKING NEWS! 📣 We are thrilled to announce the launch of our speaker series, "M&A Confidential" Join us as they each unveil the secrets of the M&A world. 🤫 Hue Partners is bringing the incredible content we have all come to enjoy at M&A conferences directly to your phones. 🤳 Don’t miss out! Follow Hue Partners to get access to valuable insights and hear from our industry's top professionals—all from the comfort of your own space, right where you are! Amy DeTolla Alex Kirby Stephen Caruso Becca Knauss Julie Littlechild Stephen de Man Daniel Crosby, Ph.D. Kelli Cruz

Total Family is thrilled to announce our partnership with Andina Family Offices, a firm dedicated to realizing family visions and values. Andina Advisors stands out by taking decisive action. They know vision precedes planning, and family values should guide financial and estate planning. Committed to their clients, they strive to be Utah's top firm. Here’s a sentiment from their executive team that captures their approach: "Our goal isn't just about the next generation; it's about creating continuity for our families and clients, providing ongoing, never-ending support." Many firms talk about investing in their client experience, but Andina is doing it. They recognize the unique needs of their clients and are ready to meet these demands with agility and personalization. This is the type of firm that sees the Great Wealth Transfer as an opportunity to deepen their relationships with clients, not something to fear. We're excited to see what else is in store for this forward-thinking firm. Forward-moving RIAs will be ahead—not just in attracting investors but also in service model, brand, and talent. For young advisors, Andina Advisors exemplifies a firm that understands market trends and future directions. They are not just talking about family governance—they are living it."

A Full Circle Journey for Founders 🔁 Founders often reach out to us, curious about the emotions we experienced when launching Hue. They often connect over those same feelings they felt when their own firm launched. What surprises many is how these emotions resurface when it’s time to sell their business. The passion and commitment that once drove an RIA founder to bet on themselves for their clients come flooding back in this pivotal moment. As founders embark on this once-in-a-lifetime transaction, reflection is essential: 💫 Why did they start this journey? 💫 What truly matters to them? 💫 How can they secure the best outcome? Recently, our Family Book Club, featuring Total Family's Alex Kirby and Hue Partners, explored Courage is Calling by Ryan Holiday. This thought-provoking book reveals the transformative power of courage and its ability to inspire positive change in our lives and the world. Proudly produced by Playful Humans’s Mike Montague, Family Book Club Podcast fosters meaningful conversations and connections.   Listen to the full episode linked in the comments below ⬇

🌱 Embracing new challenges can be daunting, especially when they push us outside our comfort zones. Whether adopting a plant-based diet despite societal judgment or launching a podcast despite fears of the unknown, the courage to take that first step is what truly matters. In our recent Courage Chat, we discussed the importance of confronting fears and procrastination head-on. Personally, stepping into podcasting was a leap into the unknown for me—something far outside my comfort zone. But it’s been an incredible journey of growth and collaboration, and I’m grateful for the push to explore new territories. Family Book Club with TotalFamily Family's Alex Kirby and Emily Blue, CFA Hue Partners Partners deep dives into Courage is Calling by Ryan Holiday. It explores the power of courage in our lives and how it can help us change the world for the better. Family Book Club is proudly produced by Playful Humans's Mike Montague. Listen to the full episode here: https://lnkd.in/ehbUJ6i5

Creating financial and estate plans without your client’s vision is like designing Disney World without Walt. Discover how vision can empower the architects and builders of tomorrow in our latest article. https://lnkd.in/e8ZQq7sp

TotalFamily partners with many of the country’s top family offices to help individuals and families uncover their vision. But vision is not just useful to UHNW families; it can be beneficial to almost everyone, including the professionals and leaders who work inside these family offices. In this session, led by TotalFamily, you will learn about the components of vision, how it's being used by the best wealth firms, and how to create your own personal vision. Join us to discover how defining a vision can unlock your potential and empower you in both your personal and professional life. YPN members are encouraged to stay for an optional networking opportunity after the workshop. https://lnkd.in/gp9khMu6

Elevate Your Client Conversations by Connecting Planning to Their Vision. Explore TotalFamily guide, "3 Essential Questions Advisors Should Ask to Bring Client Visions to Life," to deepen client relationships and ensure their plans reflect what matters most. For more advisor resources, sign up your firm at: https://lnkd.in/eRiXeEeH