Married clients who operate successful business engaged Momentum to design tax mitigation and charitable giving strategies, succession planning, and consistent retirement income.

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Find out how Momentum helped an executive who is a EU citizen achieve efficient wealth transfer, tax efficient retirement income, and international living flexibility.

 

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Momentum worked with a prominent US diplomat with sophisticated estate planning to achieve tax efficient wealth transfer, succession planning, and charitable giving strategy.

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Momentum was engaged to conduct a feasibility study and design a compensation strategy for a physician group to retain talent, secure lifetime income and legacy wealth.

 

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A successful partner of a national consulting firm was seeking to plan for succession and retirement, and ensure a successful exit from the business amid a complicated ownership structure.

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