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.