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The Only Digital System for Strengthening Family Unity and Perpetuating Multi-Generational Success

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

What is "More Than Money" Legacy 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 their "more Than Money" legacy. Family unity, legacy, core values, philanthropy and 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

Client Tactics 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, family traditions, valuable life experiences, philanthropy and legacy while strengthening family unity.  Our digital system includes:

  • Comprehensive Assessment
  • Proprietary, guided tools for clients
  • One dashboard for easy implementation
  • Customized 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

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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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