Kirby: Total Family Avoids High-Risk Data to Gain Institutional Approvals
Alex Kirby · Preserving Multi-Generational Wealth Beyond the Balance Sheet · Jul 8, 2026 · at 25:21
Alex Kirby, founder and CEO of Total Family, discusses the company's enterprise compliance strategy with financial institutions.
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“How we've gotten approval at a lot of these larger financial institutions is we don't take any of the high risk data. We're not taking social security numbers. We don't take balances. We don't take account numbers. We don't take legal documents, you know, like all the things that are really stress out compliance departments. We sort of just avoid those.”
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