In this episode of the Innovators and Investors Accelerate Series, host Adam Chen sits down with Alex Kirby, the founder and CEO of Total Family, a SaaS platform flipping the traditional wealth management paradigm on its head.

As the financial sector braces for an unprecedented multi-generational wealth transfer, capital flight is proving to be a quiet crisis: wealth advisors routinely lose 50% to 80% of assets when they transition from primary clients to their heirs. Kirby argues that the remedy isn't a better financial model—it's capturing the human element. Relying on James E. Hughes’ landmark "Five Forms of Family Capital" framework, Total Family offers a scalable software solution that enables multifamily offices and advisors to steward family stories, values, and institutional memory without getting bogged down by high-risk compliance data.

Kirby also pulls back the curtain on his own unconventional background—navigating a beautifully complex upbringing of six marriages and ten step-siblings—to explain why money alone never resolves family friction. From tactical advice on preventing the compounding of errors on "bad days" to his company’s zero-policy PTO and project-based hiring methods, this episode serves as a masterclass in high-conviction leadership and industrial evolution.

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Links:

• Total Family's Website can be found here https://totalfamily.io/
• Alex's LinkedIn profile can be found here https://www.linkedin.com/in/alex-kirby-tf/
• Learn more about FinStrat Management here https://finstratmgmt.com