More Than Money Family Meetings

The only technology to prepare multiple generations of successful families for impactful meetings about core values, communication, family legacy, unity, philanthropy and governance.

More Than Money Family Meetings

The only technology to prepare multiple generations of successful families for impactful meetings about core values, communication, family legacy, unity, philanthropy and governance.


Enjoy Flexibility and Deliver Unquantifiable Value

We can work with you or for you.

The choice is yours.

Aspida360 offers the utmost flexibility for firms seeking to offer family meeting facilitation as we can work for you or with you.

Working “for” you:  Through our MTMNavigator coaching program, Aspida360 can educate and train internal teams and elite-level professional advisors to understand every element of our platform. Aspida360 is available as needed for ongoing education and training initiatives. This requires your firm and/or advisors to oversee and implement the MTM360 family meeting facilitation process.

Working “with” you:  Through our MTMAlign partnership program, Aspida360 offers a talented, deep bench of professional advisors* with expertise, decades of experience and an expectation for excellence in facilitating impactful family meetings and effectively engage the next generations.

*Our professional advisors are not licensed to offer legal, wealth management, or any financial products eliminating any potential conflicts of interest.

The great wealth transfer
opportunity awaits you.

Decades of experience, research and data clearly demonstrate that many successful families seek to engage multiple generations in family meetings about core values, family unity, traditions, legacy,  philanthropy and valuable life experiences.

Yet, many professional advisors ignore the “More Than Money℠” legacy of their clients and miss an enormous opportunity. Why? Most advisors lack a scalable, repeatable process that provides the More Than Money℠ experience successful families seek.

MTMAlign and MTMNavigator have integrated decades of experience in how to maximize the benefit from this far too often missed opportunity.

Our time-tested offerings are built upon the successful, multi-decade, “More Than Money℠” family meeting facilitation practices of our two founders. We made all the mistakes, evolved over the years and decades while documenting every successful step for elite professional advisors.

Families believe their net worth is More Than Money℠, yet often fail to successfully leave it as an inheritance.

0

of families rate legacy development as a top financial need. – Mindscape Study

0

say it is important to leave values and life lessons as inheritance. – Morningstar

However…

0

of all wealth transfers fail in one generation, and

0

of all multi-generational wealth transfers fail by the time the assets reach the grandchildren.
For Love and Money, Roy Williams

Our Mission

The Aspida360 mission is to recruit and support an army of like-minded professional advisors to improve our world one family at a time.

We envision a world where more families engage in meaningful communication, develop a shared purpose and improve their own wealth transfer success rate.

MTM360 Benefits for Advisors

Master “The MTM℠ Conversation” and instantly increase credibility

Position yourself as a respected thought leader immediately

Attract ideal clients and valuable centers of influence (COI’s) to you

Differentiate yourself from the big, noisy crowd and get noticed

Gain more exposure and press coverage to maximize visibility

Build unbreakable multi-generational relationships and a more stable business

Increase the quality and frequency of warm referrals to more ideal clients

Gain access to a comprehensive digital platform that provides you with an instant competitive advantage

0

Enthusiastic Clients

0

Public Speeches

0

Client Retention Rate

0

Books/Articles Published

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

– Mindscape Study

Easily engage and prepare multiple generations of your top clients for impactful family meetings.

What Families Say About Us

This all makes sense, but…

“I’m already way too busy”

With MTMAlign, three 45-minute Zoom trainings and you can offer a family meeting process to clients.

“Have your offerings stood the test of time?”

Our founders have engaged multiple generations of successful families for decades and facilitated hundreds of purposeful family meetings.

“I don’t have any 5M+ clients, is this really right for me?”

Our proven process will attract successful families and valuable centers of influence to you.

Our Three Step Process

Step 1

MTMEdge℠ Coaching

$795* One time fee

Quick start experienced coaching course enabling you to engage clients within weeks.

Step 2

Decision time!

$No charge 🙂

Once MTMEdge is completed, advisors decide if they would prefer to partner with a trained facilitator *** through MTMAlign or learn to work directly with families through the MTMNavigator coaching program.

Step 3

MTMAlign℠

$145** monthly

MTMNavigator℠

$6000* one time fee
$195** monthly
* A preferred advisor discount is available for our strategic partners, participating broker dealers and RIAs
** Additional family usage fee as clients engage. Cancel anytime. No long-term contract.
*** Our professional advisors are not licensed to offer legal, wealth management, or any financial products eliminating any potential conflicts of interest.