More Than Money Family Office

Overview

More Than Money Family Office (MTMFO) helps families coordinate financial, administrative, governance, and legacy needs. The firm serves busy, geographically dispersed families through online monthly consultations lasting 30 minutes.¹

History

MTMFO says it has operated since 2012 and has conducted thousands of online client and prospect engagements. It also reports engaging hundreds of successful families and more than 90 years of combined advisor experience.²³

Leadership

The advisor team includes Kenneth M. Eyler, CPA, MBA; Monroe “Roey” Diefendorf, Jr., MI, CLU, ChFC, RFC, CAP; and Shawn T. Barberis, J.D. An official FINRA employment report identifies Monroe M. Diefendorf Jr. as a managing member of More Than Money Family Office, LLC.³⁴

Services

MTMFO lists accounting and bill pay, investment and performance reporting, private-equity and acquisition due diligence, asset and property services, risk management, insurance, domestic payroll, trust and entity administration, and MTM360 technology.⁵

Its MTM360 platform is described as a secure digital system with remote general ledger technology, integrated payroll and 401(k), automated bill pay, consolidated reporting, encrypted document storage, and single sign-on.⁵

What the firm offers

• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance

Client Focus

The firm is designed for families managing responsibilities across locations and generations. Its model gives families support with day-to-day complexity while allowing them to retain control of important decisions.¹⁵

Approach

MTMFO says it places multiple generations at the center of its work, helping families identify shared values, vision, purpose, and governance structures. Its fiduciary professional advisors help families delegate complexity while retaining decision-making control.¹

MTM360 supports family communication, shared values, stewardship, governance, philanthropy, and legacy development. Every MTM360 step is personally guided by an advisor through a centralized family digital system accessible on mobile devices.⁶

The firm’s legacy process is designed to define, protect, and perpetuate family values, unity, traditions, philanthropy, life experiences, and shared purpose.⁶

FAQs

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Sources

1. https://mtmfo.com/
2. https://mtmfo.com/we-are-built-for-this/
3. https://mtmfo.com/wealth-preservation-and-legacy-guide/
4. https://reports.adviserinfo.sec.gov/reports/individual/individual_805205.pdf
5. https://mtmfo.com/mtm-family-office/
6. https://mtmfo.com/morethanmoney360/

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.