Preserving Multi-Generational Wealth Beyond the Balance Sheet

Preserving Multi-Generational Wealth Beyond the Balance Sheet

From The Innovators & Investors Podcast by FinStrat Management, Inc.

July 8, 2026 · 38 min · Episode 174

About this episode

In this episode, Adam Chen interviews Alex Kirby about innovative approaches to preserving multi-generational wealth through a human-centric model.

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…

People in this episode

Host: Adam Chen

Guest: Alex Kirby

Topics covered

Keywords

Mentioned in this episode

Organizations: Total Family, FinStrat Management, Inc.

Books & works: Five Forms of Family Capital

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