More Than Money
Your “More Than Money™” legacy includes core values, family unity, traditions, valuable life experiences and shared stewardship.
Your “More Than Money™” legacy includes core values, family unity, traditions, valuable life experiences and shared stewardship.
What is your family legacy?
Many families seek open communication about core values, legacy and stewardship.
Let us spark a “More Than Money™” conversation in your family…
Transfer values,
not just valuables.
not just valuables.
“More Than Money™” legacy planning provides a clear structure to define, protect and perpetuate core values, family unity, traditions, philanthropy and impactful life experiences while identifying a shared family purpose.
Our Mission
Spark meaningful communication to strengthen family unity, develop a shared purpose and perpetuate multi-generational success.
Of wealth transfers fail in 1 generation
Of wealth transfers fail in 2 generations
Rate legacy development as a top need
Seek to leave ``MTM`` as an inheritance
MTM360 Benefits for Families
Realize a deeper awareness of family legacy and how to perpetuate it
Mitigate the high risk of wealth transfer failure
Strengthen and perpetuate family unity
Develop shared stewardship and clarity to philanthropic goals
Purposefully prepare beneficiaries to handle an inheritance.
Increase meaningful communication with beneficiaries
Add formal family governance structures
Define, protect and perpetuate your “More Than Money” legacy
Enthusiastic Clients
Public Speeches
Client Retention Rate
Books / Articles Published
Research clearly shows that families seek advisors to teach heirs about family legacy, philanthropy and that financial wealth is a social responsibility.
– Mindscape Study
MTM360 is the only digital system designed for strengthening family unity and perpetuating multi-generational success.
What our Clients
say about us
“I was skeptical at first of MTM360. After my second or third 30-minute consult, you can see the power and benefit of the process. The digital piece makes it really convenient and I see how these 30-minute meetings prepare us for a successful family meeting. The family meetings are amazing.”
“Love what MTM360 has done for our family. Much more connected as a unit, but it also allows Gen 2 to help ease the load on Gen 1. It’s really cool to have all our ‘MTM’ stuff in one technology.”
“Extremely educational. Opened the doors of communication within the family and helped us focus on the big picture.”
“I had no idea what this process was when we started. After the first family meeting, it all came together for us as a group. Excited to see what comes next and to keep this ball rolling.”
“When I first started MTM360, I was blown away. Working together so closely with the entire family has been incredible. Engaging in this process has been a privilege.”
“Learned a lot. Has increased the communication and connection within the family. MTM360 gave us the structure to gets this all going and continues to help us improve as a family.”
“I saw the vision right away, but did not know ‘how to’ fulfill this vision. Now, we know how to do it and are well on our way.”
MTM360: An Elite Family Experience
Clarity, structure and convenience for families
Every step is personally guided by an MTM advisor.
A simple, elegant and effective Client Dashboard
Web-based deliverables completed in 30 minutes or less
Private, easy confidential communication with family members
Availability on any mobile device 24/7/365
This all makes sense, but…
“We are really busy and travel a lot”:
MTM360™ is completed in monthly 30 minute meetings, that’s it: 30 minutes per month.
“It’s really difficult to get us all in the same place”:
The 30 minute meetings are done online, not in person, thus supporting geographically diverse and on the go families.
“It’s all intangible, is there a deliverable?”:
Yes, every step of the process will be protected in your centralized, organized and customized MTM360™ digital system.