Aspida360

An advisor's digital system to offer multi-generational "More Than Money" wealth planning

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Families are often not only concerned with the continuation of their family financial wealth, but they also want to ensure that their family values, unity and legacy are effectively communicated and clearly transferred as a part of their family’s inheritance.

Most families believe their net worth is “More Than Money”, offering A+LIFE will provide sought after value for your clients while elevating your business..

 

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Research clearly shows that families seek advisors to teach heirs about family legacy, philanthropy and that financial wealth is a social responsibility

help a wide scope of families

A family does not need to be "high-net worth" to value their "More Than Money" assets. Families of all financial net worth value family unity, communication and want their financial wealth to be purposeful. The A+LIFE Family Pentagon begins by identifying communication styles of family memebers, defining core values and the legacy they wish to impart. None of these are relative to financial wealth. This allows our Licensees to serve a wide scope of families. For those families of wealth, five tactics focused on philanthropy are avaiable after the core values, family legacy have been defined. Formal family governance structures, most likely for ultra high-net worth families, will become available after the five philanthropic tactics have been completed. In the aggregate, The A+LIFE Family Pentagon offer your business to add value to mass affluent, high-net worth and ultra high-net worth families.

 

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 estate planning failure

Expand asset protection

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

For the Long Run

A+LIFE is designed for advisors to leverage their existing, warm relationships to grow their businesses. Visit with existing clients and referral partners to show how you have expanded your practice. Re-introduce yourself to prospects that have not yet joined your practice and potential referral partners that you have met previously. Our professionally designed, customized brochures, video and presentations will be available to you for these meetings.

Being able to differentiate yourself as an advisor with a comprehensive system for curating high net worth families will distinguish you as a trusted advisor who HNW families want as their primary advisor, and someone who can efficiently handle the assets of other potential HNW clients.

 
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