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

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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