Momentum Advisory Group

Description

• We are redefining what it means to be wealthy. Momentum supports families who understand that to be wealthy is not just about how much money you have but how you put your family's resources to use for future generations. We believe in supporting families to bring purpose and meaning to the next chapter in their family story. The protection and distribution of resources is often given priority in future planning for a family, but there is an equally pressing aspect, defining what you stand for and supporting meaningful opportunities for family members to flourish. Giving your family members the skills to create a positive influence on business and society starts with a conversation between the people who once sat around the kitchen table. We do five things for families: 1. Leadership | We ready family leaders for the next challenge 2. Communications | We get families talking openly at the kitchen table 3. Purpose and strategy | We drive commitment to a collective family purpose and strategy 4. Governance | We develop governance models that meaningfully integrate the family 5. Education | We educate family members to become effective stewards
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  Headquarters: , San Antonio, Texas, United States

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  Phone Number:

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  Website: https://www.momentumag.com

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  Employees:3

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  Revenue:$1 - 10M

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  Legal Name:Momentum Advisory Group

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• |  NAICS Code: 541611  |

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