More Than Money

Spark meaningful family communication about core values, legacy, gratitude, governance and develop shared stewardship.

More Than Money

Spark meaningful family communication about core values, legacy, gratitude, governance and develop shared stewardship.


The MTM360 platform will:

Wrap your wealth with a shared purpose

Facilitate impactful, exciting and educational Family Forums

Spark meaningful communication about core values, legacy and governance.


FamTec:
Family + Technology

Our time-tested, proven MTM360 platform will engage, empower and prepare all family members for one of the most important meetings you will ever attend: your Family Forum.


Our Mission

Spark meaningful communication to strengthen family unity, develop a shared purpose and perpetuate multi-generational success.

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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 manage the complexity of wealth.

Increase meaningful communication with beneficiaries

Add formal family governance structures

Define, protect and perpetuate your “More Than Money” legacy

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Enthusiastic Clients

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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

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.