FOR THOSE
WHO SERVE
FAMILIES OF WEALTH
Changing the Face of Financial Services
OUR CLIENTS INCLUDE:
We are in the midst of the greatest wealth transfer this country has ever seen. With an estimated 80% of inheritors changing advisors, how are you prepared to grow and maintain relationships for generations to come?
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Let us guide you in evaluating how you serve multi-generational families. From strategic consulting, to build and execution, we can help you integrate traditional financial services with the qualitative, humanistic side of wealth.
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Curious? Reach out to learn how you can truly differentiate your business, while helping clients to find their meaning beyond the money, where we connect purpose to wealth.​
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Banks
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Brokerage Firms
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Trust Companies
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Wealth Management Firms
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Advisors
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Complex RIAs
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Multi-Family Offices
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FinTechs
INITIAL CONSULTATION
Expert Guidance
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Looking to create and execute new services for your clients?
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Interested in adding family dynamics, business succession, governance, or family office services?
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Redesigning your wealth planning model or client experience?
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Need help building a program focused on specific needs, like the women's segment or rising gen?
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Do your services and marketing content speak not only to current clients, but also future ones?
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Let us guide you. Any organization can move forward with small incremental changes, but building for the future in today’s rapidly evolving environment means taking bold chances and making insightful decisions.
STRATEGY
Innovate and Inspire
We help clients define their purpose and translate it into action — by putting it at the very core of their strategy — in order to generate sustained, profitable growth and long-term value.
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With years of experience, we help you develop a detailed action plan for reaching target clients and achieving competitive advantage in the market.
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Being one of the only strategy consulting firms with executive level experience on both the quantitative (financial) and qualitative (human) sides of financial services, let us use our differentiation to position you to stand out from the crowd.
EXECUTION
Achieve Your Goals
We don't stop with strategy. We have the capabilities and expertise to take your vision all the way to execution.
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We can assist with everything from family office model development to client experience models to the build and adoption of a new approach to business.
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At Meaning Beyond Money, we combine our insights and skills to transform your processes and strategies, and in turn, your company. We’re proud to help shape and improve how our clients structure and manage their business.
