More Than Money Family Office Press Releases - EIN Presswire

Published on June 9, 2025 - 14:03 GMT

EPI Institute Launches Diefendorf's 'More Than Money' Course

CEPA's gain access to the "holy grail" for preparing heirs for the money. SIOUX FALLS, SD, UNITED STATES, June 9, 2025 /⁨EINPresswire.com⁩/ -- As part of the EPI Institute's Continuing Education program, on May 31, 2025, EPI launched a …

Distribution channels: Banking, Finance & Investment Industry, Insurance Industry ...

Published on December 2, 2024 - 20:16 GMT

More Than Money 360 (MTM360) Unveils Version 7 at the Campden Wealth Conference in West Palm Beach

MTM360 Founder, Shawn Barberis, led a panel discussion on the benefits of technology with a SFO Executive and a multi-generational family member. WEST PALM BEACH, FL, UNITED STATES, December 2, 2024 /⁨EINPresswire.com⁩/ -- More Than Money 360 (MTM360) …

Distribution channels: Business & Economy, Culture, Society & Lifestyle ...

Published on May 7, 2024 - 14:00 GMT

Aspida360, Inc Wins the Family Wealth Report Award for Innovative Client Facing Technology

The prestigious Family Wealth Report Awards celebrated Aspida360's groundbreaking achievements in revolutionizing client-facing technology. SIOUX FALLS, SOUTH DAKOTA, UNITED STATES, May 7, 2024 /⁨EINPresswire.com⁩/ -- FOR IMMEDIATE RELEASE …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on April 10, 2024 - 14:15 GMT

Family meeting facilitation experts Roey Diefendorf and Steve Alms presented at the Campden Wealth event in Atlanta

The event provided a unique opportunity to gain insights into qualitative wealth transfer strategies to help families elevate family unity, and shared impact. SIOUX FALLS, SOUTH DAKOTA, UNITED STATES, April 10, 2024 /⁨EINPresswire.com⁩/ -- Renowned family …

Distribution channels: Banking, Finance & Investment Industry, Culture, Society & Lifestyle ...

Published on April 9, 2024 - 14:15 GMT

More Than Money 360 (MTM360) Unveils Version 6, Elevating Client Experience and Mobile Optimization

The event provided a unique opportunity for attendees to gain valuable insights into qualitative wealth transfer strategies to help multi-generational families. SIOUX FALLS, SOUTH DAKOTA, USA, April 9, 2024 /⁨EINPresswire.com⁩/ -- Renowned family meeting …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on February 29, 2024 - 15:15 GMT

More Than Money 360 (MTM360) Unveils Version 6, Elevating the Client Experience and Mobile Optimization

MTM360 proudly announces the launch of Version 6, a significant upgrade aimed at enhancing the client experience, expanding its comprehensive digital library. SIOUX FALLS, SOUTH DAKOTA, USA, February 29, 2024 /⁨EINPresswire.com⁩/ -- FOR IMMEDIATE RELEASE …

Distribution channels: Banking, Finance & Investment Industry, Insurance Industry ...

Published on February 7, 2024 - 21:30 GMT

MoreThanMoney360/Aspida360 Selected As A Finalist In The 11th Annual Family Wealth Report Awards

MTM360 is competing in the "Client Driven Innovation (B2C) Customer Facing Digital Platform" category. BALTIMORE, MD, USA, February 7, 2024 /⁨EINPresswire.com⁩/ -- More Than Money360 has been named a finalist in the 11th Annual Family Wealth …

Distribution channels: Banking, Finance & Investment Industry, Building & Construction Industry ...

Published on January 25, 2024 - 18:43 GMT

More Than Money360 & Campden Wealth Unite to Revolutionize Family Meeting Facilitation

MTM360 with its "FamTec" digital platform brings family meeting facilitation into the 21st century. SIOUX FALLS, SOUTH DAKOTA, USA, January 25, 2024 /⁨EINPresswire.com⁩/ -- More Than Money360 Partners with Campden Wealth, Elevating Multi- …

Distribution channels: Banking, Finance & Investment Industry, Education ...