Aspida360

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

14 day Free Trial

 

The More Than Money (MTM) Vault provides clarity, structure and convenience for clients and families.   Everything needed to be guided through the digital system is accessed on a simple, elegant and effective Client Dashboard.   Web-based tools provide clear and intuitive guidance for completion in 30 minutes or less while communicating with family members is private, confidential and easy.

The MTM vault is available on any mobile device 24/7/365.  Please view The Client Experience video to learn more.

Research clearly shows that families seek advisors to teach heirs about family legacy, philanthropy and that financial wealth is a social responsibility

Benefits for Families:

Realize a deeper awareness of family legacy and how to perpetuate it

Mitigate the high risk of wealth transfer failure

Improve 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

For the Long Run...

Every family is confronted with the same challenge: 91% of wealth transfers fail by the end of the second generation. The definition of "fail": financial wealth is gone, "More Than Money" wealth is forgotten and the family unit is fractured. The MTM Vault is designed to mitigate the high rate of wealth transfer failure for families with our digital system that guides families through our process in "bite-size pieces". 30-45 minutes a month is all that is needed from family members. The end result is a family that communicates better, improves family unity, perpetuates "More Than Money" wealth and enjoys mult-generational success. This is all accomplished with a mere 30-45 minutes a month in The MTM Vault that is accessible anywhere the internet is available.

 
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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 MTM Vault

Our simple, elegant and effective digital platform 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
Download the MTM Vault Client Brochure that is private labeled for each licensee
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    Call Us: (443) 857-7050

    Email Us At: info@aspida360

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