WHAT IS "MORE THAN MONEY" LEGACY PLANNING?
Our premise is simple: your net worth is more than your financial balance sheet. Your "More Than Money" legacy includes core values, family unity, traditions, philanthropy and impactful life experiences.
Transfer values, 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.
77% of families say it's important to leave core values and life experience as part of their inheritance - Morning Star
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
ACHIEVE ADDED 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
MTM360 IS THE ONLY DIGITAL SYSTEM DESIGNED FOR STRENGTHENING FAMILY UNITY AND PERPETUATING MULTI-GENERATIONAL SUCCESS
The Family Experience
MoreThanMoney (MTM)360 provides:
Clarity, structure and convenience for families
Clear and intuitive guidance through the digital system
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
Please view The Family Experience video to learn more.
RESEARCH CLEARLY SHOWS THAT FAMILIES SEEK ADVISORS TO TEACH HEIRS ABOUT FAMILY LEGACY, PHILANTHROPY AND THAT FINANCIAL WEALTH IS A SOCIAL RESPONSIBILITY - Mindscape Study
The MTM360 Process
Our simple, elegant and effective digital platform provides step-by step guidance for "how to" define, protect and perpetuate a family's core values, family traditions, valuable life experiences, philanthropy and legacy while strengthening family unity.
Our digital system includes:
Comprehensive, 20 question assessment
Proprietary, guided deliverables for clients
One dashboard for easy implementation and measuring progress
Centralized, secure depository for "More Than Money" assests
Confidential, private Discussion Center
Client deliverables completed in 30 minutes or less
Seamless communication with family members and advisors