Momentum Family Office

Background

Momentum Family Office, established in 2019 and headquartered in Amsterdam, Netherlands, specializes in providing comprehensive financial planning and investment services tailored for entrepreneurs and artists. The firm's mission is to alleviate the financial management burdens of its clients, enabling them to focus on their professional endeavors. Momentum emphasizes personalized financial strategies, asset management, and estate planning, ensuring that clients' wealth is effectively managed and preserved for future generations.

Key Strategic Focus

Momentum Family Office's strategic focus encompasses:

• Financial Planning and Investments: Crafting bespoke financial plans that align with clients' unique goals and circumstances.

• Asset Management: Offering unbiased advice by connecting clients with top-tier asset managers and overseeing the administration, reporting, and coordination of their wealth.

• Private Markets: Providing access to exclusive investment opportunities in private markets, including real estate, private debt loans, and private equity, thereby enhancing portfolio diversification and potential returns.

• Compliance and Estate Planning: Managing Know Your Customer (KYC) and Customer Due Diligence (CDD) processes to ensure smooth financial operations, and facilitating estate planning to optimize fiscal advantages and ensure seamless wealth transfer.

Financials and Funding

As a privately held entity, specific financial details and funding history of Momentum Family Office are not publicly disclosed. The firm operates on a fee structure that underscores its commitment to independence, refraining from accepting fees from collaborating parties to maintain unbiased client service.

Pipeline Development

Momentum Family Office continually seeks to expand its service offerings and investment opportunities. While specific future initiatives are not publicly detailed, the firm remains dedicated to identifying and providing clients with access to high-quality investment options across various asset classes.

Technological Platform and Innovation

Momentum Family Office leverages advanced financial technologies to deliver efficient and secure services. Key technological aspects include:

• DataSafe Archive: A secure digital repository for clients' financial documents, ensuring confidentiality and ease of access.

• Comprehensive Reporting Tools: Utilizing sophisticated software to generate detailed financial reports, aiding clients in informed decision-making.

• Digital Compliance Management: Implementing technology-driven solutions to streamline KYC and CDD processes, enhancing operational efficiency.

Leadership Team

The leadership team at Momentum Family Office comprises experienced professionals dedicated to delivering exceptional client service:

• Frits Moonen: Founder and Wealth Manager, bringing extensive expertise in wealth management and financial planning.

• Lodewijk Parmentier: Partner and Wealth Manager, specializing in asset management and client relations.

• Claudia Helmer: Partner and Wealth Manager, focusing on estate planning and financial strategy.

• Bart van der Veen: Director of Private Debt, overseeing private debt investment strategies.

• Alexander Witte: Wealth Manager, dedicated to personalized client financial planning.

• Mark van der Waart: Wealth Manager, emphasizing investment management and client advisory.

• Milou Nijmeijer: Private Markets Specialist, identifying and evaluating private market investment opportunities.

• Hilbert de Hoop: Senior Relationship Manager, managing client relationships and service delivery.

• Roderik Schuwer: Private Debt Advisor, specializing in private debt investment solutions.

• Timo van Laar: Senior Relationship Manager, focusing on client engagement and financial planning.

• Marcel Razzak: Relationship Manager, dedicated to client service and financial advisory.

• Steven den Otter: Relationship Manager (working student), supporting client relations and financial analysis.

• Dennis Mulder: Relationship Manager (working student), assisting in client service and investment research.

• Dennis Bomer: Relationship Manager, focusing on client advisory and wealth management.

• Thijs de Kruiff: Relationship Manager (working student), supporting financial planning and client relations.

• Christian Lam: Relationship Manager (working student), assisting in investment analysis and client service.

• Adwin v. Klompenburg: Private Debt Advisor, specializing in private debt investment strategies.

Leadership Changes

As of the latest available information, there have been no significant recent changes or appointments within the leadership team of Momentum Family Office.

Competitor Profile

Market Insights and Dynamics

The global family office market has experienced substantial growth, with the number of family offices worldwide projected to surpass 8,000 in 2024, managing an estimated $5.5 trillion in assets. This expansion is driven by the increasing number of ultra-high-net-worth individuals (UHNWIs) seeking personalized wealth management solutions.

Competitor Analysis

Key competitors in the multi-family office sector include:

• Bessemer Trust: Based in New York, managing over $200 billion in assets, offering comprehensive wealth management services.

• Stonehage Fleming: Headquartered in Jersey, Channel Islands, with more than $170 billion under management, providing a wide range of family office services.

• Pathstone Family Office: Located in Englewood, NJ, managing $150 billion in assets, focusing on integrated financial advisory services.

• Glenmede: Based in Philadelphia, overseeing $46 billion in assets, offering investment and wealth management services.

• Stanhope Capital: Founded in London, managing $43 billion in assets, providing investment management and advisory services.

Strategic Collaborations and Partnerships

Momentum Family Office collaborates with a network of top asset managers and private equity funds to offer clients access to exclusive investment opportunities. Notable partnerships include:

• 365 Capital

• Acrobator

• Alpinvest IBS

• Altor Act

• Altix

• Ambax Crypto

• AquaSpark

• Ardian

• B Capital

• Biocann

• Blackoak

• Bonnacord

• Bridgefund

• Cottonwood Secondary

• Cyber Capital

• DWS Infrastructure SGIF

• Egeria

• Esquare

• Forbion

• Forte

• Giant

• Glendower

• Headway

• HG

• Hodl Algorithmic Trading

• ICG

• Marktlink Capital

• Maven 11

• New 2nd Capital

• Nordic Capital

• OGF

• Pacenotes

• Parcom

• Pythagoras Music Fund

• Quadrum

• Rhein Invest

• Saga

• StoneBridge

• Theta

• Umunthu

• Vendis

• Visma

• Waterland

• Westbeck

• WMP

Operational Insights

Momentum Family Office differentiates itself through:

• Independence: Operating without accepting fees from collaborating parties, ensuring unbiased client service.

• Personalization: Tailoring financial plans and investment strategies to client-specific needs.