More Than Money Family Office
More Than Money Family Office
More Than Money Family Office (MTMFO)
The Power of FinTech and FamTec
What is FamTec™?
Family + Technology = FamTec
To help you focus on what matters most™
Exclusively offered by MTMFO thru our MTM360™ platform
Built for busy, geographically-distanced families
30 minute, online monthly consultations.
Increase impact and purpose of family meetings
We Are Built For This
(and have been since 2012)
Social distancing with emotional connectivity
Proprietary, best in class technology
Remote engagement and learning
Built for busy, geographically-distanced families
Helping families identify shared values, legacy, vision and purpose
Establishing governance structures for decision making, dispute resolution
MTMFO is the only Family Office offering over 100 years of experience and a digital system for wealth preservation and legacy success
Why MTMFO for your family?
More free time to prioritize as you choose
Spark a multi-generational conversation about, values, legacy and vision
Develop shared stewardship, gratitude and governance structures
Delegate complexity to an experienced, fiduciary team of professional advisors
Maintain full control; receive fiduciary advice
Multi-generational engagement and education
Secure and convenient for busy, geographically-distanced families.
Prepare heirs and preserve financial wealth for multiple generations
Mitigate complexity and create more time to focus on legacy, preparing heirs and governance
What is the single largest threat to your financial wealth?*
0
Lack of meaningful communication, shared vision, group decision-making structures
0
Unprepared heirs
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