WHAT WE DO
WHAT WE DO
WHO WE HELP
HOW WE HELP
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 that all families should have the support to bring purpose and meaning to the next chapter in their family story.
Giving your family members the skills to create their future is a journey that starts with a conversation between the people who once sat around the kitchen table.
See who we are
“Someone who’s not family can make you feel accountable for stuff. Having an outsider say, you said you were going to do this, and you didn’t do it, or bringing in different ideas that aren’t biased. That’s crucial.
When I say I’m going to do something, and I don’t, you pull me up on it, that’s really good, but if that was one of my parents, it might not be received so well.”
“You really need to give it time, and just trust in the process that your family purpose, and your shared identity, and your family mission statement and values, all these things, are going to become apparent.”
“You can’t always speak about certain aspects of the family office, or what we’re doing together, with the family first. Sometimes, it’s good to have a sounding board for ideas that you then may want to take to the family to talk about. It’s good to have someone who’s both an insider, and an outsider, at the same time, a kind of unbiased ear, has been really useful.”
“Every conversation, every meeting we have, we get kind of deeper and deeper. I think, in the beginning, just establishing the goals was really good, but with every meeting we have, it gets deeper and more meaningful.”
“As a firm we have worked with Momentum on a number of transactions involving the transition of a family business and have found their ability to delve down into the family dynamic issues to be very rewarding.
Momentum assists us with clients who are navigating unique challenges within their family businesses such as succession and transition planning, ownership change, managing family dynamics and educating the next generation to understand their role and responsibility.”
“Momentum has been working with our family for a couple of years now and has helped us shape our family succession pathway and put the relevant governance in place. Not only has Tiffany been delightful to work with, but she has also introduced strategy, guidance and the key principles required to provide a successful platform from which to operate our family business between the two generations.”
“Our discussions have also included the introduction of the third generation, so that appropriate inclusion and education can begin to take place.”
“The single most important outcome from engagement with Tiffany is confidence. Those who work with Tiffany, from an individual level through to a large group, come away with the confidence to effectively apply what has been learnt into their business practices. Her approach is founded on robust academic theory, however it is her own experience working in various businesses that provides the context and relevance for effective learning and application.”
“I started working with Tiffany to help me become a better leader. She struck me as smart and articulate, with the proper executive training who understood business and finance. I introduced her to my family and encouraged them to consider her as an advisor to the family council. She has the innate ability to understand the people dynamics and my family instantly warmed to her, evolving into her continued guidance of a long-term program for the family’s fourth generation.”
“The work I did with Tiffany enabled me to focus on desired outcomes and relations building to make this happen. By providing time to reflect on desired outcomes and structure a plan to deliver these, we were able to accelerate transformative changes much quicker than we had originally planned. On a personal level, Tiffany’s no nonsense and candid approach appealed to my basic need for honesty. She was happy to call me out if I was avoiding an issue or not putting the hard thought in.”
“Thank you for your persistence at drawing out the best in our kids! They are amazing and I am very proud. It might be slow and steady but they are finding their way!”
“Thanks again for all your support and guidance for the family that is proving to be invaluable!”
“I feel like I may be closer to working out what’s actually possible for myself, and what you can actually achieve, especially with the support and help and the skill sets of people around you, if you’re constantly sharing and updating those kinds of dreams and goals in a shared conversation. I feel like I am closer to developing what I actually want my dreams to be.”
“Tiffany is a natural adviser to families in business – it’s her space. She sees and values the rewards of families working together. She has created a niche by building her own model that goes beyond the traditional family office to focus on the interpersonal dynamics and helps to smooth the relationships between and among generations. She is committed to ensuring a lasting legacy for our family and is seen as a trusted confidant.”
“Tiffany is particularly skilled at facilitating our family meetings between the dynamic sibling relationships and has introduced us to some excellent advisors and connections, with whom we are forming new business relationships.
We would not be in a stable position today in our family succession pathway, had we not engaged the services of Momentum. The introduction of their valuable expertise has made the process as seamless as possible.”
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