---
description: Discover the benefits and disadvantages of Total Family.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Total Family Pricing, Cost & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/30562/financial-crm/software) > [Total Family](/software/1203194/Total-Family)

# Total Family

Canonical: https://www.capterra.co.uk/software/1203194/Total-Family

> Total Family is legacy software for wealth advisors and families to preserve stories, milestones, values, and legacy letters.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses Total Family?

Wealth advisors, RIAs, financial advisory firms, and family offices serving multigenerational families who want to deepen client relationships and retain rising-generation heirs.

## About the vendor

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

## Commercial Context

- **Starting Price**: US$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

- Client Management
- Contact Management
- Document Management
- For Financial Institutions

## Support Options

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

## Category

- [Financial CRM Software](https://www.capterra.co.uk/directory/30562/financial-crm/software)

## Alternatives

1. [Less Annoying CRM](https://www.capterra.co.uk/software/118921/less-annoying-crm) — 4.8/5 (659 reviews)
2. [Zoho CRM](https://www.capterra.co.uk/software/155928/zoho-crm) — 4.3/5 (6999 reviews)
3. [HubSpot CRM](https://www.capterra.co.uk/software/152373/hubspot-crm) — 4.5/5 (4487 reviews)
4. [Pipedrive](https://www.capterra.co.uk/software/132666/pipedrive) — 4.5/5 (3062 reviews)
5. [NetSuite](https://www.capterra.co.uk/software/135757/netsuite) — 4.2/5 (2073 reviews)

## Links

- [View on Capterra](https://www.capterra.co.uk/software/1203194/Total-Family)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10152578/Total-Family/> |
| en-AE | <https://www.capterra.ae/software/1203194/Total-Family> |
| en-AU | <https://www.capterra.com.au/software/1203194/Total-Family> |
| en-CA | <https://www.capterra.ca/software/1203194/Total-Family> |
| en-GB | <https://www.capterra.co.uk/software/1203194/Total-Family> |
| en-IE | <https://www.capterra.ie/software/1203194/Total-Family> |
| en-IL | <https://www.capterra.co.il/software/1203194/Total-Family> |
| en-IN | <https://www.capterra.in/software/1203194/Total-Family> |
| en-NZ | <https://www.capterra.co.nz/software/1203194/Total-Family> |
| en-SG | <https://www.capterra.com.sg/software/1203194/Total-Family> |
| en-ZA | <https://www.capterra.co.za/software/1203194/Total-Family> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Capterra UK helps millions of people find the best business software. With software reviews, ratings, infographics, and the most comprehensive list of business software.","email":"info@capterra.co.uk","url":"https://www.capterra.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.uk/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.youtube.com/channel/UCEt7vQSPiPlPAblHdhJAqnA"]},{"name":"Total Family","description":"Total Family is a family legacy software platform that helps wealth advisors and families preserve stories, milestones, values, and legacy letters across generations. Built for RIAs, financial advisory firms, family offices, and wealth consultants, Total Family gives advisors a client-facing tool to deepen multigenerational relationships while helping families capture what matters most: memories, values, and guidance for the next generation. Core features include Vision (family goals and values), Milestones (life event tracking), Legacy Letters (written guidance for heirs), and KinAI (an AI assistant that helps families reflect on and organize their legacy). Total Family is cloud-based, accessible from any browser, and used by advisory firms to strengthen client engagement and retention across generations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/5b2c33e8-138e-4fbb-8652-adbbdc04ec55.jpeg","url":"https://www.capterra.co.uk/software/1203194/Total-Family","@id":"https://www.capterra.co.uk/software/1203194/Total-Family#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.co.uk/#organization"},"applicationCategory":"BusinessApplication","offers":{"price":"5000","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.capterra.co.uk/software/1203194/Total-Family#faqs","@type":"FAQPage","mainEntity":[{"name":"What is Total Family?","@type":"Question","acceptedAnswer":{"text":"Total Family is a family legacy software platform that helps wealth advisors and families preserve stories, milestones, values, and legacy letters across generations. Built for RIAs, financial advisory firms, family offices, and wealth consultants, Total Family gives advisors a client-facing tool to deepen multigenerational relationships while helping families capture what matters most: memories, values, and guidance for the next generation. Core features include Vision (family goals and values), Milestones (life event tracking), Legacy Letters (written guidance for heirs), and KinAI (an AI assistant that helps families reflect on and organize their legacy). Total Family is cloud-based, accessible from any browser, and used by advisory firms to strengthen client engagement and retention across generations.","@type":"Answer"}},{"name":"Who Uses Total Family?","@type":"Question","acceptedAnswer":{"text":"Wealth advisors, RIAs, financial advisory firms, and family offices serving multigenerational families who want to deepen client relationships and retain rising-generation heirs.","@type":"Answer"}}]},{"@id":"https://www.capterra.co.uk/software/1203194/Total-Family#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial CRM Software","position":2,"item":"/directory/30562/financial-crm/software","@type":"ListItem"},{"name":"Total Family","position":3,"item":"/software/1203194/Total-Family","@type":"ListItem"}]}]}
</script>