Finally we have a deliverable that is efficient, effective, and process oriented
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