Our simple, elegant and effective digital system 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:
Most professional advisors spend the majority of their time attending to the financial wealth of clients. Wealth management, financial, legal and tax planning dominate interactions with clients. However, most clients value more than thier financial wealth. Family unity, legacy, core values, philanthropy and life experiences are valuable to 77% of baby boomers (Morning Star Study). "More Than Money" wealth planning is providing a clear structure to manage these valuable assets and The MTM Vault puts this process in the palm of your hand. Help families transfer values, not just valuables.
Professional Advisors will enjoy the following benefits: