Aspida360 offers the utmost flexibility for firms seeking to offer family meeting facilitation as described below:
Partner with MTM Advisory: 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. Learn more about MTM Advisory’s team of family meeting facilitators.
DIY SaaS FamTec℠ Platform: Through our SaaS technology offering, 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.
*Our professional advisors are not licensed to offer legal, wealth management, or any financial products eliminating any potential conflicts of interest.