My guest in this episode is Steven Bowles. Steven is the Director of Business Development with Momentum Advanced Planning, a national consulting firm. Where all aspects of planning converge- tax planning, asset protection, family office structure, family governance, risk management, philanthropy and efficient wealth transfer- the team at Momentum steps in. Momentum is a team of resources curated by one family which now serves and collaborates with other families and family offices.
Interview Links:
Momentum Advanced Planning
Resources:
Create A Strategy
Become The Bank
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