What do you want more of?
Data indicates most folks say “more time”.
77% say “meaningful experiences with my family”*
What would you choose?
*Source: Morningstar
MTMFO is the only family office placing multiple generations of your family at the center of what we do.
While offering traditional family office services (see below), we are the only firm to offer a multi-generational, wealth preservation and legacy technology.
Integrated Financial technology
Proprietary, exclusive MTM360 technology for empowering families
Supported by experienced, fiduciary professional advisors
Remote general ledger technology
Integrated payroll and 401(k)
Automated Bill-Pay
Consolidated Financial Reporting
Encrypted, centralized digital vault
Single sign on for MTM360 families
Wealth, legacy preservation and a families’ multi-generational success is at the center of everything we do
Accounting and Bill Pay
Investment and Performance Reporting
Due Diligence on Private Equity and Acquisitions
Asset and Property Services
MTM360: Technology for Empowering Families
Argonne Trust Company of South Dakota
Risk Management, Creditor Protection and Insurance
Personal Services and Domestic Payroll
Trust and Entity Administration
Why MTMFO?
We are the only family office offering a multi-generational engagement and educational technology for mitigating the six reasons why wealth transfers fail
What is the single largest threat to your financial wealth?
0
Lack of meaningful communication, shared vision, group decision-making structures**
0
Unprepared heirs**
0
Failure/mistake in professional financial, estate and creditor protection planning**
**Roy Williams, For Love Of Money