Momentum Advanced Planning

Where all aspects of planning converge – tax planning, asset protection, family office structure, family governance, risk management, philanthropy and efficient wealth transfer - Momentum steps in. Our goal is simple, to perpetuate values, businesses, and wealth – to create and enhance legacies. Momentum is a team of resources curated by one family which now serves and collaborates with other families and family offices. Success for each family is different and their goals and objectives evolve over time. Momentum was built to accommodate each family on their journey at all stages of their lifecycle. One of our unique offerings at Momentum is our collaborative approach to coordinated planning. At Momentum, we never lose sight that the family’s planning needs come first. Your family has the greatest insights into the legacies that are to be created. Together we create a cohesive environment that encompasses the family and the teams to support them.