MTM

Owner

Goods & Services

Educational services, namely, providing workshops, seminars, mentoring, coaching, certification programs, and online educational instruction in the fields of family governance, wealth stewardship, relationship optimization, family communication, leadership development, family enterprise, succession planning, and advisor education.

Providing use of non-downloadable software (SaaS) featuring digital assessment tools, personalized recommendations, reporting, and artificial intelligence-assisted decision support in the fields of family governance, wealth stewardship, relationship optimization, mentoring, leadership development, family enterprise planning, and advisor education.

Downloadable software featuring assessments, analyses, reports, and educational resources in the fields of family governance, wealth stewardship, relationship optimization, family communication, mentoring, leadership development, and multi-generational family enterprise planning.