Michael is the Head of Family Office Strategy for Momentum.
Michael partners with a family’s advisory team in the formation or refinement of their family office structure and execution of other sophisticated planning strategies. The purpose of family office strategy at Momentum is to ensure each family’s values and enterprise are perpetuated across future generations in the most efficient manner.
Prior to Joining Momentum, Michael was a partner in the Advanced Planning and Family Office Practice Group of a Chicago law firm. As partner, Michael implemented family office structures in conjunction with overall estate plans with a focus on asset protection, succession planning, and income and estate tax planning. Michael also represented many family offices (domestic and international) as outside counsel developing and implementing their income tax and wealth transfer strategies.
Michael began his career as a CPA and attorney. He also received his LLM degree in Taxation, with high-honors, from Chicago Kent College of Law.