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Your digital "how to" solution to attract & Retain HNW clients

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Explore The A+LIFE Platform
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The A+LIFE Family Pentagon is your digital system that not only helps with family wealth planning and wealth transfers, but it is also your tool for securing the family legacy of your clients.  Additional valuable, “More Than Money”, assets your client may want to perpetuate for multiple generations can include, family traditions, important life experiences , core values, family unity and philanthropy.  Most clients feel these “More Than Money” assets are as much a part of a multi-generational inheritance as the monetary assets that comes with being a part of a high net worth (HNW) family.

61% of HNW families rate "legacy development" as a top planning need

a complete wealth planning system

Using The A+LIFE Family Pentagon mobile-friendly technology grants you the access to a family wealth planning system, allowing you to set yourself apart from other advisors. With our system, you will have the tools you need to attract more HNW clients, and you’ll be able to deepen your relationships with current HNW clients.

It is well-established that 91 percent of all wealth transfers fail by the time the assets reach the grandchildren of the original wealth creators. The financial wealth has been squandered and the family unit is fractured. When you show that you can offer your clients a comprehensive wealth planning system that will benefit the client’s wealth transfer and family legacy, you will prove to be a valuable asset that the family can not do without.

 

Provide your client base with the ability to:

Expand asset protection

Achieve added clarity to philanthropic goals

Increase meaningful communication with benefactors

Add formal family governance structures

Define, protect, and perpetuate valuable non-financial assets

Mitigate the high risk of wealth transfer failure

As an advisor who cares for your client’s financial assets and multi-generational success, you will be seen as the answer to your client’s desire to keep their wealth and core values within their family. In addition to the benefits provided by your current business model, you will be able to provide your client base with the ability to:

 
  • Realize a deeper awareness of family legacy and 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 multiple generations
  • Add formal family governance structures
  • Define, protect, and perpetuate valuable non-financial assets

The A+LIFE Assessment also affords you the ability to provide your client with an annual benchmark for improvement by using a simple question and answer format. Assessment results provide both visual and numeric outputs that clearly define your client’s current circumstances, and you will be able to access the dynamic scoring bar that will help you and your client see their ongoing progress.

Proprietary Tools

Easy, Guided Implementation

Dynamic Progress Tracking

Numerous Client Deliverables

“how to” guidance

As an advisor, you can implement the use of the A+LIFE Family Pentagon by easily layering our platform on top of your existing business model. No changes are needed at all to your existing, successful business model. Both you and your clients will enjoy the benefit of a simple and elegant wealth planning solution that will grow your business as well as grow trust with multiple generations of your clients.

Leveraging the value and implementing A+LIFE is easily accomplished by accessing our technology, The MTM Vault. Everything an advisor and client need to implement our digital system with specific “how to” guidance is all located in The MTM Vault. A+LIFE is designed to simple, elegant and effective for advisors and clients alike.

 
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