The Wealth Preservation and Legacy Conversation

A Professional Guide

Decades of experience, research and data clearly demonstrate that many successful families seek to define, protect, communicate and perpetuate core values, family unity, traditions, philanthropy, governance, valuable life experiences and develop shared stewardship.

With over 90 years of combined experience and hundreds of successful families engaged, the MTM team of advisors have compiled a simple, elegant and effective guide for parents and families that will spark meaningful conversation.

This guide will:

• Provide relevant research and data that demonstrates the age-old problem of wealth transfer failure.
• Shatter perceptions and identify the true threat to your financial wealth and family.
• Present key considerations and questions for discussion.
• Propose what your family can do to mitigate the 91% wealth transfer failure rate.

Even during this challenging time, and beyond it, busy, geographically and socially dispersed families can spark a conversation about what matters most to many.  

Thank you, we hope you and your family are safe and healthy during this trying time.  

Kenneth M. Eyler, CPA, MBA
Monroe “Roey” Diefendorf, Jr., MI, CLU, ChFC, RFC, CAP
Shawn T. Barberis, J.D