Who We Are
Momentum brings turnkey advanced planning solutions to advisory firms, families, and businesses.
We take the role of general contractor to best guide our clients through the advanced planning universe, saving them time and money.
Why We Exist
Throughout our experience in the industry, we observed that the family and business planning environment was missing a firm whose sole focus was advanced planning.
Gathering niche capabilities from the family office and Fortune 500 industries, Momentum has built a network of specialists to service our clients in a customized, one-stop manner.
A Powerful Network
Through industry experience and extensive due diligence, we have built an elite network of niche advanced planning specialists.
This international system of strategic partners comprises our Advanced Planning Network, which leverages resources and decades of expertise for the total benefit of our clients.