top of page

Wealth Transfer Preparedness Survey

"How well prepared are your client's families in the transitioning of their wealth to the rising generations?  And how satisfied are these families in their preparation of their heirs?" 
This MTM360 online survey is taken by all age appropriate family stakeholders to provide the "gap analysis" to graphically indicate areas of strengths and weaknesses. 
With your help, this information can be the catalyst for your client's family to begin the family meeting process for preparing their heirs. 

Weatlh Preparedness Survery.png

We measure five areas of preparedness that correspond to

The 5 Pillars of Multi-Generational Success:




Core Values


This survey is included as part of your MTM360 Advisor Dashboard.

bottom of page