More Than Money

Family + Technology = Famtec℠

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 + Technology = Famtec℠

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

Award Winning Technology
Family + Technology

Enjoy Flexibility and Deliver Unquantifiable Value

Partner with MTM Advisory or Do It Yourself (DIY), the choice is yours…

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.

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.

Aspida360 has 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



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

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.

4418 S Technology Dr, Sioux Falls, SD 57106