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The Only Digital System Designed For Strengthening Family Unity and Perpetuating Multi-Generational Success

Your "More Than Money" (MTM) legacy includes core values, family traditions, unity, philanthropy and life experiences.

What is "More Than Money" Legacy Planning?

Most families and professional advisors spend the majority of their time attending to financial wealth. Wealth management, financial, legal and tax planning dominate much of our time. However, most families value their "More Than Money" legacy. Family unity, core values, philanthropy and impactful life experiences are valuable to 77% of baby boomers (Morning Star Study). "More Than Money" legacy planning provides a clear structure to manage these valuable assets and MTM360 puts this process in the palm of your hand.

Transfer values, not just valuables.

MTM360 provides families with a roadmap to perpetuate core values, family legacy, unity and life experiences

Families will increase communication, mitigate wealth-transfer failure risk and strengthen family unity

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MTM360 Benefits for advisors

Benefits We Offer Professional Advisors:

  • Grow your core business
  • Create differentiation from competitors
  • Build valuable multi-generational relationships
  • Expand your number of referral sources
  • Help prospects and clients strengthen family unity and perpetuate "What Matters Most"
  • Compliance-friendly (if applicable)
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Grow Your core business

Deepen Multi-Gen Relationships

Differentiate from your competitors

Attract/Retain more "Ideal" clients

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MTM360 Benefits for Families

Your clients will enjoy the following benefits:
  • Realize a deeper awareness of family legacy & how to perpetuate it
  • Mitigate the high risk of wealth transfer failure
  • Protect 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 communicate valuable non-financial assets
Learn More About The Family Experience

Strengthen Family Unity

Perpetuate Your Family Legacy

Transfer values, not just valuables

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