Vision360
We have designed an introductory program to help both you and your children (or perhaps even grandchildren) understand the vision for how to spark meaningful communication about legacy, shared purpose and wealth.
In just four 45-minutes Zoom sessions, with all age appropriate family members, a clear path to mitigating risks, improving family dynamics and preparing the next generation will be presented.
- Meeting #1: Identifying the Obstacles. Overview of the relevant data and research highlighting the six major reasons why wealth transfers fail within families, and the associated long-term negative ramifications.
- Meeting #2: Personal Wealth. Communication and Core Values.
- Meeting #3: Social Wealth. Family Legacy, Philanthropy and Gratitude.
- Meeting #4: Financial Wealth. Governance, and Financial Literacy, with the conclusion being the completion of your own Family Wealth Transfer Preparedness Assessment.
Vision360 is a one-time fee of $6,000 and includes all your family members. We believe the cost/benefit analysis make this a low barrier to entry into the most important part of your planning process – your family’s successful multi‑generational wealth transfer.
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.”