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.
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 with you or for you.
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.
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.
*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.
of families rate legacy development as a top financial need. – Mindscape Study
say it is important to leave values and life lessons as inheritance. – Morningstar
However…
of all wealth transfers fail in one generation, and
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
Enthusiastic Clients
Public Speeches
Client Retention Rate
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
“I was skeptical at first of MTM360. After my second or third 30-minute consult, you can see the power and benefit of the process. The digital piece makes it really convenient and I see how these 30-minute meetings prepare us for a successful family meeting. The family meetings are amazing.”
“Love what MTM360 has done for our family. Much more connected as a unit, but it also allows Gen 2 to help ease the load on Gen 1. It’s really cool to have all our ‘MTM’ stuff in one technology.”
“Extremely educational. Opened the doors of communication within the family and helped us focus on the big picture.”
“I had no idea what this process was when we started. After the first family meeting, it all came together for us as a group. Excited to see what comes next and to keep this ball rolling.”
“When I first started MTM360, I was blown away. Working together so closely with the entire family has been incredible. Engaging in this process has been a privilege.”
“Learned a lot. Has increased the communication and connection within the family. MTM360 gave us the structure to gets this all going and continues to help us improve as a family.”
“I saw the vision right away, but did not know ‘how to’ fulfill this vision. Now, we know how to do it and are well on our way.”
This all makes sense, but…
“I’m already way too busy”
With MTMAlign, two 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 15M+ 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
MTM Coaching
$1,195* One time fee
Quick start experienced coaching course enabling you to engage clients within weeks.
Step 2
Decision time!
$No charge 🙂
Once MTM Coaching 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 MTMCore coaching program.