A+LIFE will increase communication, mitigate wealth-transfer risk and improve family unity for clients
The web address of our technology system is a nod to our motto, More Than Money. The MTM Vault serves as your singular portal to access and manage all facets of the A+LIFE Family Pentagon:
Our simple, elegant and effective digital platform provides step-by step guidance for "how to" define, protect and perpetuate a family's core values, family traditions, valuable life experiences, philanthropy and legacy while mitigating the 91% wealth transfer failure rate. Our digital system includes:
Are you prepared to maximize your clients' “more than money” wealth?
Scale, Differentiate businesses while Building Multi-Gen Relationships
The MTM360 Team does a great job with private-labeled marketing materials, training and ongoing support.
MTM360 lets you grow your business as much as you want. It differentiates you from competitors with a truly unique offering to attract mass affluent to UHNW families. I’ve signed up and couldn’t be more pleased. The MTM360 Team does a great job with private-labeled marketing materials, training and ongoing support.
Max Bolka- Financial Services Industry Speaker, Author & Mentor
MTM360 is the answer I have been searching years for. HNW families are concerned about wealth transfer and most believe their net worth is “More Than Money™”. MTM360 addresses both from the palm of your hand.
Steve Alms- Family Officer Advisor
Our firm has been an early adopter of the “More than Money™” style of family conversation. But it wasn’t until we incorporated MTM360 digital technology platform into our process of preparing heirs that we felt we had a foundation for a successful, enduring, scalable solution for both ourselves as thought leaders, and for our client families. Finally we have a deliverable that is efficient, effective, and process oriented in dealing with families who desire to lean into a “legacy” mindset within their family.
Phil Barnhill, Founder – Story Family Institute