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The Only Digital System Designed To Strengthen Family Unity and Perpetuating Multi-Generational Success

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

What is "More Than Money" Legacy Planning?

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 MTM Vault provides 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 strengthen family unity

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The More Than Money (MTM) Vault

Easy to Use Dashboard

Each deliverable completed in 30 minutes or less

Track and Measure Progress

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, 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
Learn more about the MTM Vault

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MTM Vault Benefits for Families

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

Strengthen Family Unity

Prepare Beneficiaries

Increase Communication

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