MORE THAN MONEY

Owner

Goods & Services

Education services, namely, providing live and on-line surveys, assessments in the field of family stewardship, governance, legacy, communication, core values and philanthropy; Educational services, namely, providing live and online workshops, seminars, conferences, coaching, mentoring, facilitator training, certification programs, continuing education, webinars, online courses, educational publications, educational videos, digital learning programs, and educational assessments in the fields of family governance, wealth stewardship, family communication, leadership development, relationship optimization, mentoring, advisor development, family enterprise, family business, succession planning, philanthropy, legacy planning, multi-generational education, financial education, and human development.

Consulting services in the field of software as a service (SAAS); Advisory services in the field of software as a service (SAAS); Software as a Service (SaaS) services featuring software for educational program delivery, digital assessments, artificial intelligence-powered advisory services, relationship analysis, stewardship planning, mentoring support, leadership development, family governance, collaboration, reporting dashboards, educational content delivery, personalized recommendations, digital discovery tools, and decision-support software for families, family enterprises, advisors, financial professionals, educational institutions, and organizations.

Downloadable database management software for use by financial advisors; Downloadable software, downloadable mobile applications, downloadable educational publications, downloadable electronic workbooks, downloadable digital assessments, downloadable reports, downloadable templates, downloadable decision-support tools, downloadable artificial intelligence software, downloadable educational software, downloadable relationship assessment software, downloadable family governance software, downloadable mentoring software, downloadable wealth stewardship software, downloadable collaboration software, and downloadable software for leadership development, family communication, succession planning, philanthropy, advisor development, and multi-generational family education.