Artwork for podcast The Innovators & Investors Podcast
Preserving Multi-Generational Wealth Beyond the Balance Sheet
Episode 174 • 8th July 2026 • The Innovators & Investors Podcast • FinStrat Management, Inc.
00:00:00 00:38:14

Share Episode

Shownotes

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.

--

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

Links

Chapters

Video

More from YouTube

More Episodes
174. Preserving Multi-Generational Wealth Beyond the Balance Sheet
00:38:14
173. Transforming the Real Sector with Decision Intelligence with Sonali Vijayavargiya of Augment Ventures | The Innovators & Investors Podcast
00:42:07
172. Deploying Agentic AI for Legal Support with Logan Brown of Soxton | The Innovators & Investors Podcast
00:40:58
171. Ending Interview Theatre and Finding True Professional Fit
00:33:53
170. Navigating Venture Ecosystems and Community Investing with Glenn Borok of Alumni Ventures | The Innovators & Investors Podcast
00:40:55
169. Securing the AI Frontier with Anar Bayramov of Polygraf | The Innovators & Investors Podcast
00:44:32
168. Innovating the GLP-1 Health App Market with Aja Beckett of Shotsy | The Innovators & Investors Podcast
00:44:12
167. Automating Climate Resilience and Asset Protection with Harry Statter of Frontline Wildfire Defense System I The Innovators & Investors Podcast
00:44:35
166. Building the Future of Crypto Trading with Rick Marini of Rails | The Innovators & Investors Podcast
00:44:38
165. Redefining Digital Consciousness with Vishnu Hari of ego | The Innovators & Investors Podcast
00:44:31
164. Applying Global Brand Platforms to Early-Stage Growth with Jennifer Zimmerman of X&O | The Innovators & Investors Podcast
00:45:07
163. Strengthening the Competitive Edge of American Startups with Bobby Franklin of NVCA | The Innovators & Investors Podcast
00:43:21
162. Investing in Human Capital for a Sustainable Planet with Cyrus Wadia of Activate | The Innovators & Investors Podcast
00:41:41
161. Mastering Growth Equity with Melanie Nabar of Volition Capital | The Innovators & Investors Podcast
00:43:39
160. Driving Efficiency in Biotech Research with Andrey Doronichev of BIOPTIC | The Innovators & Investors Podcast
00:38:33
159. Building Scalable Venture Strategies with James Paul Costa of Grapetree Ventures | The Innovators & Investors Podcast
00:42:03
158. Scaling Global Impact with Social Humanoids with Grace Brown of Andromeda | The Innovators & Investors Podcast
00:43:51
157. Scaling Revenue Intelligence with Jason Ambrose of People.ai | The Innovators & Investors Podcast
00:46:32
156. Eliminating Missed Revenue with David Yang of Newo.ai | The Innovators & Investors Podcast
00:41:10
155. Redefining the AI Application Layer with Sandhya Venkatachalam of Axiom Partners | The Innovators & Investors Podcast
00:47:08
154. Navigating the Shift to AI SEO with John Hargrave of Media Shower | The Innovators & Investors Podcast
00:41:00
153. How Eugene Johnson, CEO of Revi is Disrupting Retail Transactions with AI and Customer Data
00:42:05
152. Scaling Computer Vision Technology with Josh Kohn of Meridian Performance Systems | The Innovators & Investors Podcast
00:41:42
151. Scaling Global Media Empires with Brandon Williams of LawCorp | The Innovators & Investors Podcast
00:59:55
150. Scaling AI Video Innovation with Jeremy Toeman of JWX | The Innovators & Investors Podcast
00:46:20
149. AI Safety with Craig Kaplan of iQ Company | The Innovators & Investors Podcast
00:51:43
148. The New Economics of Startups in the AI Era with Peter Walker of Carta
00:45:03
147. How Berkeley Skydeck is Shaping the Next Generations of Innovators
00:46:13
146. How Darrow's AI Legal Intelligence Platform Mitigates Legal Risk and Accelerates Litigation
00:41:30
145. Investing in Early-Stage Cybersecurity and Enterprise Software with Rain Capital Partner David Cross
00:24:51
144. Momentum Series: Empowering Founders to Win with Early Light Ventures Managing Partner Scott Garber
00:27:02
143. Antoni Kaniowski on Venture Vuilding and the Future of Work with AI
00:36:08
142. Momentum Series: Transforming Post-Acute Care with Citus Health Founder Melissa Kozak
00:23:36
141. The Future of Venture: Massive VC's Vision for Longevity and Impact
00:39:19
140. Momentum Series: Amplifying Citizen Voices with Polco Co-Founder Nick Mastronardi
00:25:18
139. Momentum Series: Championing South Africa's Female Founders with Sarah Dusek of Enygma Ventures
00:32:55
138. Navigating Global Markets and Cultural Nuances with Maarten van Kroonenburg of BW Ventures
00:43:27
137. Momentum Series: Harnessing Collective Intelligence with Content Hurricane's Nick Jain
00:28:26
136. Inside Visa Ventures: Strategic Corporate Investing, Global FinTech Insights, and Founder Success with David Rolf
00:39:02
135. Momentum Series: Revolutionizing Legal Depositions with Skribe Founder Karl Seelbach
00:42:50
134. Empowering Work with AI: Inside Dash Labs' Vision of Workstation
00:36:11
133. Momentum Series: Bridging Healthcare Innovation and Investment with Joel Martin
00:34:42
132. Building Trustworthy AI: Navigating the Challenges and Future of Agentic Software with Shane Emmons
00:38:22
131. Momentum Series: Bridging Science and Consumer Satisfaction with Tastry Founder and CEO Katerina Axelsson
00:27:23
130. FarmBlox's Modular Automation: Building the Future of Smart Agriculture with Nathan Rosenberg
00:41:06
129. Momentum Series: AI-Driven Marketing for Law Firms with FirmPilot Founder Jake Soffer
00:21:30
128. Founder-Driven Sales Build Product Success: Jonathan Lowenhar Founder of Enjoy the Work
00:40:49
127. Momentum Series: Investing in Legal Innovation with Zach Posner
00:27:05
126. Building Entrepreneurship in Research Park at Florida Atlantic University: A Conversation with Andrew Duffel, President of Research Park
00:37:14
125. Momentum Series: Revolutionizing the Hourly / Shift Workplace with GAGE Founder Justin Henshaw
00:22:05
124. Disrupting Property Management: How DAISY Uses AI and Technology to Revolutionize HOAs
00:41:01
123. Bridging the IT Channel: Building Community, Scaling Marketplaces, and Harnessing AI for Growth
00:44:39
122. From PhD to CEO: Michael Johnson on Innovation, AI Adoption, and Building NJ’s Unique Venture Studio
00:45:00
121. Healthcare Innovation and Venture Capital with Brian Armstrong of Ensemble Innovation Ventures
00:45:00
120. Transforming Due Diligence with AI: Wokelo’s Automation of Private Market Research and Risk Analysis
00:44:11
119. Revolutionizing Publishing: How AI Empowers Authors and Scales Global Storytelling with Yehuda Niv
00:45:44
118. Reimagining Government Innovation: How Miami-Dade Innovation Authority is Accelerating Tech Adoption
00:34:31
117. Evolutionizing Mortgage with AI: How Tidalwave Transforms Mortgage Lending
00:44:11
116. Unlocking Brain Potential Through AI and Neuroscience
00:40:22
115. Inside Corporate Venture Capital & Accelerators with Danielle D'Agostaro of WVV Capital
00:35:47
114. Matt Schappell on Healthcare Innovation: Investing in Tech-Driven Value-Based Care
00:41:03
113. David Rothzeid on How Shield Capital Fuels Dual-Use Innovation in Defense-Tech
00:35:24
112. Chris Rizik on Building Renaissance Venture Capital & Boosting Michigan Startups
00:40:11
111. Howard Morgan on AI, Global Venture Investing & Founder Insights | NVCA Award Recipient Series
00:41:48
110. Inside Xylem: Innovation & Venture Insights on Water Tech and AI
00:33:46
109. Investing in the Future of AI-Driven Manufacturing with OSS Ventures
00:41:23
108. Senior Care with AI: Compassionate Companion Robots with Intuition Robotics
00:42:05
107. Precision Dosing & AI in Healthcare: InsightRx’s Journey to Transform Medication Personalization
00:43:16
106. Early-Stage Climate Tech Investing: Insights from Avesta Fund on Building Impactful Portfolios
00:43:26
105. Commercial Space: Innovation, Market Challenges & Startup Success with Caylan Space
00:38:46
104. Solving Liquidity Challenges & Enhancing Transparency in Private Markets
00:39:25
103. Inside Semiconductor Investments: AI-Driven Innovation with Lam Research Capital
00:33:00
102. AI in Wealth Management: Scaling Financial Advisory & Democratizing Access
00:45:49
101. Accelerating AI & Enterprise Innovation: Accenture Ventures’ Strategic Investments
00:40:29
100. Next-Gen Perovskite Solar Panels and Climate Tech Investment Challenges with Tandem PV
00:45:51
99. Bridging Innovation and Industry: Inside Corporate Venture Investing in Materials and Hard Tech
00:32:47
98. Harnessing AI in Venture Capital: Inside AlphaSemantic with Cyril Shtabtsovsky
00:29:04
97. BMW iVentures: AI, Robotics, and Onshoring Trends with Sam Huang
00:35:36
96. Diamonds in the Rough: Investing Where Grit Meets Innovation
00:31:06
95. Strategic Corporate Venture Capital in Automotive, Healthcare, and Climate Tech with Niterra Ventures
00:35:20
94. Revolutionizing Preventive Health: Early Disease Detection and Metabolic Diagnostics with KiHealth
00:37:00
93. Navigating Startup Success: Insights on Venture Capital, Market Disruption, and Mentorship
00:46:42
92. Navigating the Complexities of Venture and Growth Equity Deals: Insights from Norton Rose Fulbright
00:37:33
91. Revolutionizing Application Security: Transforming Risk Management and Facilitating Startup Success
00:44:24
90. Bridging Pediatric Mental Health Gaps: The Hybrid Care Model with Blackbird Health
00:38:01
89. Unlocking Multifamily Real Estate Success: Direct Investment Strategies and Insights with Veritas Equity Partners
00:41:42
88. Hedge Venture Capital: Innovating Risk Management in Early-Stage Investing with Fuel Venture Capital
00:44:10
87. Revolutionizing Education: AI, Lifelong Learning, and Global EdTech Insights with Owl Ventures
00:45:13
86. Backing Grit and Innovation: Inside HG Ventures’ Unique Corporate Venture Model
00:41:35
85. Inside Deloitte Ventures: Strategic Corporate VC Insights on Scaling Startups and Vertical AI Trends
00:34:07
84. Investing in Hard Tech for a Sustainable Future with Pangaea Ventures
00:33:22
83. Surfing the Waves of Deep Tech: Early-Stage University Research and Startup Formation
00:44:23
82. Transforming Sales with Traq.ai: A Vision to Make Sales Teams More Effective
00:41:36
81. Investing in AI-Driven B2B SaaS, FinTech, and HealthTech: Inside PS27 Ventures
00:41:46
80. Early-Stage FinTech Investing: Unpacking Speed, Technical DNA & AI’s Transformative Power
00:45:53
79. Finding the Needle in the Data Haystack: How AI is Revolutionizing Enterprise Decision-Making
00:37:56
78. Investing in Emerging U.S. Markets and Founder-Led Growth with FirstMile Ventures
00:38:45
77. Bridging Investment and Operations: AJ Dye on Scaling Tech with Vertex Innovations and Unifi Ventures
00:37:09
76. Connecting Healthcare: Solving Medical Device Fragmentation with R Group
00:27:51
75. Venture Investing in Mobility + Tech with University of Michigan’s Early-Stage Zell Lurie Commercialization Fund
00:39:29
74. Navigating Early-Stage Enterprise AI Investments with BGV
00:37:35
73. Mastering Customer Acquisition: Insights from Frances Ann Capital Partners
00:44:04
72. Navigating Venture Debt: Startup Insights from Multiplier Capital
00:30:43
71. Revolutionizing Home Remodeling: How VeraAI is Streamlining the Design and Sales Process
00:36:08
70. Building Long-Term Success through Operator-Led Investing in AI-Enabled SaaS
00:34:57
69. Unlocking Legacy Systems: Modernizing Mainframes via AI with Mechanical Orchard
00:43:30
68. Disrupting Higher Education and Embracing AI at Lumen Learning
00:41:22
67. Empowering Vehicle Owners: Automotive Data Ownership & Monetization with MyAutoData
00:50:44
66. Revolutionizing Dysphagia Diagnosis: IMAGExRAY’s Technology is Transforming Healthcare
00:29:03
65. Transforming Legacy Industries through Thematic Investment and AI with Jon McLaughlin
00:44:02
64. Turning Wood Waste into Renewable Energy: How Woodchuck and AI are Revolutionizing Sustainability with Todd Thomas
00:37:06
63. Revolutionizing Education with VR and AI: Inside Optima’s Journey with Adam Mangana
00:40:56
62. Leading Authentically: Levi King’s Journey from Entrepreneur to Fintech Innovator
00:42:05
61. Bridging Worlds: Amar Bakshi on Transforming Global Connection with Noro
00:36:44
60. Harnessing AI through Seed-Stage Investments: Insights from David Evans of Sentiero Ventures
00:30:10
59. Breaking Barriers: Fostering Diversity in Angel Investing with Ralph Groce
00:40:48
58. How BrightHive is Unlocking the Power of AI to Transform Data-Driven Work
00:46:32
57. Navigating the Startup Landscape: Insights from Raj Malik of Pixel Perfect Ventures
00:43:42
56. AI, Healthcare, and Early Detection: Investing in a Healthy Future with Erin Niehaus
00:32:23
55. Building Strong Cofounder Partnerships with Tanis George
00:27:54
54. Matt Smith from Kickstart on Early-Stage Investing in the Mountain States
00:31:55
53. Innovating Construction Tech: SmartBarrel’s Labor Management Solution
00:38:34
52. Funding SaaS Growth: Keith Harrington on Novel Capital’s Entrepreneur-Friendly Approach
00:34:26
51. The Future of Flexible Work: Yakov Filippenko on Building Intch for SMBs
00:28:34
50. Empowering Innovation: The Intersection of Corporate Venture Capital and AI-Driven Startups
01:00:21
49. Inside the Venture Studio Model: JT Benton on Building Startups from the Ground Up
00:44:05
48. Mastering Startup Fundraising: Insights from FounderSuite CEO Nathan Beckford
00:30:22
47. Smart Seed Investing With Illuminate Ventures Founder and Managing Partner Cindy Padnos
00:37:07
46. Revolutionizing Talent Acquisition with AI: With Bahia AI Founder Danika Chilibeck
00:27:09
45. Bridging Care: The Future of Family Caregiving and Health Plans with Avanlee Christine
00:29:03
44. Harnessing High-Performance Computing: Todd Smith’s Vision for OpnBook’s TAHO Infrastructure
00:43:25
43 - AI, Entrepreneurship, and Bold Decisions: Gaurav Bhattacharya's Journey with Jeeva.ai
00:30:45
42 - Connecting Gen Z: Adam Metcalf on ZeeMee’s Evolution and Startup Insights
00:29:13
41 - Funding the Future: Bigfoot Capital's Brian Parks on Flexible Lending for B2B Growth
00:34:52
40 - Empowering Investors: Navigating Value Investing with Tykr's Sean Tepper
00:29:53
39 - Deep Tech and National Security: Insights from J2 Ventures' Yeri Lopez
00:29:25
38 - Investing in Healthcare Innovation: Insights from HealthX Ventures' Brian Lindstrom
00:29:56
37 - Cultivating Innovation: BoodleBox's France Hoang on AI, Culture, and Customer-Centric Strategies
00:24:45
36 - From Startup to IPO Success with Founder and Family Office Head Rick Lasch
00:29:43
35 - Navigating Non-Dilutive Capital: Insights with Decathlon Capital's Kevin Grossman
00:26:20
34 - Scaling Food Innovation: How RisingFoodStars Supports Startups in the Food Industry
00:26:10
33 - Navigating NextGen Recruitment: Brad DiPaolo's Journey with CandidateHub
00:28:06
32 - Secure File Transfer 2.0: Botdoc's Karl Falk on Innovation, Client Focus, and Team Culture
00:30:29
31 - Revolutionizing Contracts with Agree.com Co-Founder Marty Ringlein
00:26:27
30 - Automating Airborne Intelligence with Overwatch Imaging's Greg Davis
00:23:10
29 - Redefining Financial Analytics with dataroomHQ Founder Jeff Schwartz
00:20:34
28 - Investing in the Mountain West with Next Frontier Capital General Partner Les Craig
00:31:50
27 - Driving Impact: Balancing Metrics, Culture, and AI in Business with Tree and Leaf Partners Founder Andy Galpin
00:22:20
26 - Investing in Web3 and Decentralized Blockchain Networks with Arcanum Capital Founding Partner James McDowall
00:29:44
25 - Investing in the Skies: Aero X Ventures' Kyle Mounts on Aerospace, Drones, and Capital Efficiency
00:28:50
24 - Inside a Hands-On Venture Studio with Paragraph Partner Michelle Cole
00:28:38
23 - Hands-On Investing with Blu Venture Investors Partner and ColoWatch Co-Founder Bikram Bakshi
00:31:42
22 - From Nonprofit AI to BoodleBox with Founder Shawn Olds
00:24:02
21 - Unlocking Active Investment Success with Latimer Ventures' Founding General Partner, Luke Cooper
00:23:28
20 - From HealthTech IPO to Family Office Success with Dan Rizzo
00:25:35
19 - From Exit to Empowerment: A LegalTech Operator’s Journey with Ishan Girdhar
00:27:02
18 - Bridging Healthcare Innovation and Investment with Joel Martin with HealthX Ventures' Joel Martin
00:34:21
17 - Redefining Venture Support with Paragraph Founding Partner Brad Wisler
00:26:52
16 - Inside Angel Investing: Strategies and Insights from Early-Stage Investor Bernard Chong
00:24:55
15 - Streamlining On-Site Project Management with OnStation Founding CEO Patrick Russo
00:21:53
14 - Investing in Disruption with Recursive Ventures Founder and General Partner Itamar Novick
00:27:04
13 - Revolutionizing Legal Depositions with Skribe Founder Karl Seelbach
00:43:01
12 - Bridging Science and Consumer Satisfaction with Tastry Founder and CEO Katerina Axelsson
00:27:41
11 - Backing Extraordinary Founders with Founder and Managing Director of Forefront Venture Partners Phil Nadel
00:22:38
10 - Investing in Early-Stage Cybersecurity and Enterprise Software Startups with Rain Capital Partner David Cross
00:25:03
9 - Empowering Founders to Win with Early Light Ventures Managing Partner Scott Garber
00:27:15
8 - Transforming Post-Acute Care with Citus Health Founder Melissa Kozak
00:23:46
7 - Amplifying Citizen Voices with Polco Co-Founder Nick Mastronardi with Polco's Nick Mastronardi
00:22:25
6 - Championing South Africa's Female Founders with Enygma Ventures Managing Partner Sarah Dusek
00:29:14
5 - Harnessing Collective Intelligence with Content Hurricane's Nick Jain
00:28:36
4 - Investing in Legal Innovation with The LegalTech Fund's Co-Founder and Managing Director Zach Posner
00:27:19
3 - AI-Driven Marketing for Law Firms with FirmPilot Founder Jake Soffer
00:21:39
2 - Revolutionizing the Hourly / Shift Workplace with GAGE Founder Justin Henshaw
00:22:12
1 - Introducing The Innovators & Investors Podcast with FinStrat Management Founder Kristian Marquez
00:13:16