Aspida360

An advisor's digital system to offer multi-generational, "More Than Money" Wealth Planning

"More Than Money" (MTM) wealth includes core values, family legacy, unity, philanthropy and life experiences.

Provide families with a roadmap to perpetuate core values, family legacy, unity, philanthropy and life experiences

Families will Increase communication, mitigate wealth-transfer failure risk and improve family unity

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The More Than Money (MTM) Vault

Easy to Use Dashboard

Client Tactics completed in 30 minutes or less

Twenty-Five Client Deliverables

Comprehensive Assessment

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, family traditions, valuable life experiences, philanthropy and legacy while mitigating the 91% wealth transfer failure rate.  Our digital system includes:

  • Comprehensive Assessment
  • Proprietary, guided tools for clients
  • One dashboard for easy implementation
  • Twenty-Five client deliverables
  • Track ongoing progress
  • Client tactics completed in 30 minutes or less
  • Seamless communication with family members and advisors
Learn more about the MTM Vault

What is "More Than Money" Wealth Planning?

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.

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MTM Vault Benefits for Your Clients

Your clients will enjoy the following benefits:
  • Realize a deeper awareness of family legacy & how to perpetuate it
  • Mitigate the high risk of wealth transfer failure
  • Protect and perpetuate family unity
  • 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
Learn More About The Client Experience

Realize Family Legacy

Prepare Beneficiaries

Increase Communication

MTM Vault Benefits for Advisors

Professional Advisors will enjoy the following benefits:

  • Grow your core business
  • Create differentiation from competitors
  • Build valuable multi-generational relationships
  • Expand your number of referral sources
  • Leverage warm, existing relationships to grow your business
  • Increase residual revenues
  • Compliance-friendly (if applicable)
Learn More About The Advisor Experience

Grow Your business

Deepen Client Relationships

"Private Labeled" Marketing Materials

Compliance-Friendly

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    Call Us: (443) 857-7050

    Email Us At: info@aspida360

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