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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.

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Your Family Legacy

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 Sets us Apart

Built by a
Family

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.

Professional
Knowledge

Momentum was built as a team of experts in tax planning, asset protection, insurance, risk management, family office structure and efficient wealth transfer.

Strategic
Solutions

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.

Collaborative
Approach

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.

Coordinated
Planning

Momentum creates a cohesive environment that supports the planning initiatives of the family and all of the responsibilities of the extended team of trusted advisors.

Our Key Differentiators

Bringing simplicity into your advanced planning

Discover

Our process begins and ends with a focus on your family’s goals and needs. During the discovery phase, it's time to understand the family’s goals by talking to the family, meeting with their trusted advisors and gathering as much supporting documentation as possible.

Review

This allows our internal experts to bring into focus their current structures and estate plans in place for the family. Once this review is completed, Momentum will then share this illustrative report with the family and its advisors to discuss the current plan and how it aligns with the family’s goals.

Design

During the design phase of the process, Momentum will develop strategic solutions to enhance the current planning. Often this involves taking the time to answer questions and address concerns with the family on the potential solutions.

Implement

Once all questions and concerns are addressed to the family and advisors’ full satisfaction, Momentum will implement the chosen solutions ensuring that all pertinent parties are involved and informed.

Evolve

Momentum continually monitors the implemented solutions to ensure they are successfully maintained. We remain as part of your team to coordinate and manage these solutions to maintain the highest level of service.