We are a team of resources built by one family, which now serves and collaborates with other families and family offices. Momentum is built to serve families where they are today and stands ready to focus on where they go next.
We are dedicated to developing a trusted, proactive, long-term relationship with our clients their families and their advisors. Our company is structured to enable us to serve our clients for generations to come.
Client relationships are our greatest source of pride, and our ability to serve is significantly enhanced by the depth of our involvement with families and advisors.
When working with Momentum, we create a collaborative approach that supports your family and the team of resources around you.
What makes the Momentum team unique is that we were built by a family to discover and implement planning strategies to help manage their own estate planning opportunities.
Momentum was built as a team of experts in tax planning, asset protection, insurance, risk management, family office structure and efficient wealth transfer.
As an active family office and trusted advisor, we have unique access to private capital markets for curated direct investment and advisory opportunities. The ongoing exchange of ideas creates an impactful network effect.
When looking at a new opportunity, the Momentum team continually works with the family and their advisors to ensure that all aspects of the advance planning effort is considered.
Bringing simplicity into your advanced planning