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Academy of Life Planning
A private planning service for families who need to see the whole picture — and keep it that way, generation after generation.
The Total Family Office is a structured planning service that brings your family's financial life, human capital, governance and succession into one coherent view — and keeps it there.
It works the way the world's most sophisticated family offices work: starting with your life, not your money. What do you want your family to look like in 20 years? Who is responsible for what? What needs to be in place for the next generation to flourish? Only once those questions are answered does the financial structure follow.
Coordinated by a non-conflicted Total Wealth Planner™ accredited by the Academy of Life Planning, it orchestrates your advisers — solicitors, accountants, investment managers, trustees — so you always have someone who holds the whole map.
Investments, cash flow, tax, IHT, trusts, pensions and estates — mapped and maintained.
Skills, earnings, health, purpose and the human capital that underpins every financial plan.
Family dynamics, communication, roles and the relationships that carry wealth between generations.
Values, stories, shared purpose and the identity that gives a family its direction and cohesion.
Succession plans, wills, philanthropic intent and the decisions that shape what you leave behind.
The Total Family Office is designed for families navigating complexity — not necessarily the ultra-wealthy, but those for whom the stakes are high enough that getting it wrong has real consequences.
The Total Family Office is available to My Life™ members. Sign in through My Life™ to access your planning service.
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My Life™ membership is £4.99/month and unlocks the full Academy OS app suite.
Accredited by the Academy of Life Planning.