More Than Money (MTM) 360 is a family’s roadmap to perpetuating core values, family legacy, philanthropy and valuable life experiences while strengthening family unity.   Our simple, elegant and effective dashboards are all that is needed to be guided through the MTM360 digital system.

A clear structure served in “bite-size” pieces is all accessible at, available on any mobile device 24/7/365.

To better understand the concept that drives MTM360, please view the three-minute video to the right entitled What is “More Than Money” Planning?