Most families and professional advisors spend the majority of their time attending to financial wealth. Wealth management, financial, legal and tax planning dominate much of our time. However, most families value their "More Than Money" legacy. Family unity, core values, philanthropy and impactful life experiences are valuable to 77% of baby boomers (Morning Star Study). "More Than Money" legacy planning provides a clear structure to manage these valuable assets and The MTM Vault puts this process in the palm of your hand.

Transfer values, not just valuables.

The More Than Money (MTM) Vault

Our simple, elegant and effective digital system provides step-by step guidance for "how to" define, protect and perpetuate a family's core values, honored traditions, valuable life experiences, philanthropy and legacy while strengthening family unity.  Our digital system includes:

• Comprehensive, 20 question assessment
• Proprietary, guided deliverables for clients
• One dashboard for easy implementation and measuring progress
• Centralized, secure depository for "More Than Money" assets
• Confidential, private Discussion Center
• Client deliverables completed in 30 minutes or less
• Seamless communication with family members and advisors