In this episode of Growing Up B2B, Ed Delia interviews the President at More Than Money 360, Shawn Barberis. Shawn shares his journey from estate planning lawyer to innovator in family wealth strategy, focusing on the qualitative side of wealth—values, unity, and legacy.
He explains how MTM360’s digital platform helps families communicate, resolve conflicts, and foster gratitude across generations. Shawn covers overcoming entitlement, building effective governance, and using technology—including AI—to support family harmony. Shawn emphasizes education, proactive communication, and stewardship as keys to sustaining multi-generational family success.
Learn more about Shawn's work HERE.
Connect with Shawn on LinkedIn HERE.
Think you'd be a great guest on the show? Apply HERE.
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