As an owner or admin of an Organization you can change ownership of families within your Organization. You might do this, for example, if clients are reassigned between advisors or if an advisor leaves the company.


To change ownership for a family:

  1. Go to Account > Organization Settings
  2. Click on Families in left hand navigation
  3. Locate the family and click on the Edit (pencil) button
  4. Choose the new owner and click OK.