Preserving Multi-Generational Wealth Beyond the Balance Sheet

The Innovators & Investors Podcast · Jul 8, 2026 · 38m

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’…