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Text Content

 * Home
 * About Us
 * VIsion360
 * MTM360
 * F A Q
 * Media
   * Press Release
   * Awards
   * Articles
     * We Are Built For This
     * Wealth Preservation Conversation Guide
     * The Pillars For Building A Better Family
   * Bookstore
   * Video
   * Webinars
   * MTM FAMdemic – A TED Style Talk
 * Log In
   * Family
   * Advisor




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.


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 MTM360 PLATFORM WILL:




WRAP YOUR WEALTH WITH A SHARED PURPOSE




FACILITATE IMPACTFUL, EXCITING AND EDUCATIONAL FAMILY FORUMS




SPARK MEANINGFUL COMMUNICATION ABOUT CORE VALUES, LEGACY AND GOVERNANCE.


Let's talk More Than Money™






FAMTEC:
FAMILY + TECHNOLOGY


Our time-tested, proven MTM360 platform will engage, empower and prepare all
family members for one of the most important meetings you will ever attend: your
Family Forum.














WHAT OUR CLIENTS SAY ABOUT US




“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.”

Joey W.

“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.”

Cathy O.

“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.”

Max W.

“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.”

Geoff M.

“Extremely educational. Opened the doors of communication within the family and
helped us focus on the big picture.”

Kristin H.

“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.”

Elizabeth M.

“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.”

Carly O.

“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.”

Joey W.

“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.”

Cathy O.

“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.”

Max W.

“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.”

Geoff M.
prev
next





OUR MISSION





SPARK MEANINGFUL COMMUNICATION TO STRENGTHEN FAMILY UNITY, DEVELOP A SHARED
PURPOSE AND PERPETUATE MULTI-GENERATIONAL SUCCESS.




70%


OF WEALTH TRANSFERS FAIL IN 1 GENERATION

91%


OF WEALTH TRANSFERS FAIL IN 2 GENERATIONS

61%


RATE LEGACY DEVELOPMENT AS A TOP NEED

77%


SEEK TO LEAVE ``MTM`` AS AN INHERITANCE





MTM360 BENEFITS FOR FAMILIES





REALIZE A DEEPER AWARENESS OF FAMILY LEGACY AND HOW TO PERPETUATE IT




MITIGATE THE HIGH RISK OF WEALTH TRANSFER FAILURE




STRENGTHEN AND PERPETUATE FAMILY UNITY




DEVELOP SHARED STEWARDSHIP AND CLARITY TO PHILANTHROPIC GOALS





PURPOSEFULLY PREPARE BENEFICIARIES TO MANAGE THE COMPLEXITY OF WEALTH.




INCREASE MEANINGFUL COMMUNICATION WITH BENEFICIARIES




ADD FORMAL FAMILY GOVERNANCE STRUCTURES




DEFINE, PROTECT AND PERPETUATE YOUR “MORE THAN MONEY” LEGACY



0+


ENTHUSIASTIC CLIENTS


0+


PUBLIC SPEECHES


0.0%


CLIENT RETENTION RATE


0+


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




MTM360 IS THE ONLY DIGITAL SYSTEM DESIGNED FOR STRENGTHENING FAMILY UNITY AND
PERPETUATING MULTI-GENERATIONAL SUCCESS.





Let's Talk More Than Money



WHAT OUR CLIENTS SAY ABOUT US




“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.”

Joey W.

“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.”

Cathy O.

“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.”

Max W.

“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.”

Geoff M.

“Extremely educational. Opened the doors of communication within the family and
helped us focus on the big picture.”

Kristin H.

“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.”

Elizabeth M.

“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.”

Carly O.

“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.”

Joey W.

“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.”

Cathy O.

“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.”

Max W.

“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.”

Geoff M.
prev
next





MTM360: AN ELITE FAMILY EXPERIENCE




CLARITY, STRUCTURE AND CONVENIENCE FOR FAMILIES




EVERY STEP IS PERSONALLY GUIDED BY AN MTM ADVISOR.




A SIMPLE, ELEGANT AND EFFECTIVE CLIENT DASHBOARD





WEB-BASED DELIVERABLES COMPLETED IN 30 MINUTES OR LESS




PRIVATE, EASY CONFIDENTIAL COMMUNICATION WITH FAMILY MEMBERS




AVAILABILITY ON ANY MOBILE DEVICE 24/7/365






THIS ALL MAKES SENSE, BUT…



“WE ARE REALLY BUSY AND TRAVEL A LOT”:

MTM360™ is completed in monthly 30 minute meetings, that’s it:  30 minutes per
month.



“IT’S REALLY DIFFICULT TO GET US ALL IN THE SAME PLACE”:

The 30 minute meetings are done online, not in person, thus supporting
geographically diverse and on the go families.



“IT’S ALL INTANGIBLE, IS THERE A DELIVERABLE?”:

Yes, every step of the process will be protected in your centralized, organized
and customized MTM360™ digital system.



Let's talk More Than Money™


4418 S TECHNOLOGY DR, SIOUX FALLS, SD 57106



 * Home
 * About Us
 * VIsion360
 * MTM360
 * F A Q
 * Media
   * Press Release
   * Awards
   * Articles
     * We Are Built For This
     * Wealth Preservation Conversation Guide
     * The Pillars For Building A Better Family
   * Bookstore
   * Video
   * Webinars
   * MTM FAMdemic – A TED Style Talk
 * Log In
   * Family
   * Advisor






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