About Shawn T. Barberis, J.D.
For over two decades, Shawn has engagedmultiple generations of successful families in preparing for, and participating in, impactful family meetings focused on the foundational pillars of multi-generational success: communication, core values, family legacy, gratitude, financial education and governance.
Our proprietary technology, More Than Money® 360 (MTM360℠), is designed to prepare and empower families for their family meetings. Shawn’s success is built on the simplest of principles: if you are attending an important meeting, you prepare. This preparation is hosted in the MTM360℠ technology and supports geographically (or physically) distanced families.
Over the years, Shawn has guided numerous families to improve meaningful communication, develop shared stewardship and philanthropy while strengthening family unity.
Since 2007, MTM360℠ is the first, and currently the only, technology to prepare heirs, align core values and spark meaningful communication.
Shawn maintains the clients’ best interests under a business model of full-disclosure, transparency, and adherence to a fiduciary model.
Since 2012, Shawn has enjoyed a 100% client retention rate.
Shawn has written several articles for industry magazines, is an active public speaker with over one hundred presentations to his credit, and in 2020 released his first book, “The Endangered Family: How to defeat the greatest single risk confronting your family – your money.”
Shawn attained his law degree from the University of Baltimore. While there, he joined a downtown law firm, and upon passing the Maryland Bar Exam in 2000, Shawn opened a private firm of his own serving successful families and businesses. During this time, he began drafting sophisticated business and estate documents.
Shawn expanded his offerings and co-founded Premier Planning Group in 2002. With several offices on the East Coast, the independent financial advisory firm grew to 76 registered representatives from Naples, FL to Baltimore, MD with over 200 insurance brokers. In 2007, Shawn divested his interest in Premier Planning Group.
Equipped as an experienced entrepreneur, Shawn founded Aspida360® in 2007, naming this firm in honor of his Spartan-born grandfather. “Aspida” is the Greek word for “shield”, which the Spartan warriors deemed their most valuable weapon. Why? It protected them to fight for their family another day just as Aspida360® protects our clients to fight for, and thrive, another generation