Free case study · Family office · Omaha, Nebraska

Run family farmland like a modern business.

Momentis is the private family office for the Carson family in Omaha, Nebraska. Its Director of Farming Operations needed farm knowledge out of people’s heads and into a record ready for any audit. Here’s how Oaken became that record.

Family officefarmland investments
2025Oaken rollout
1 recordleases, documents, partners
Cover of Oaken’s Momentis case study Free PDF
01

Family offices and farmland investors

Keep a current, audit-ready view of leases, documents and land partners across the portfolio.

02

Farm managers working for owners

Spend less time chasing paperwork and more time on the farm.

At a glance

Balancing family ties with business-grade data.

Alexis Stevens manages the family’s farmland investments, balancing the emotional ties farm families have to their land with the data a modern business needs.

20 years

of experience in rural policy and land management for Alexis Stevens.

3

core problems: an information gap, operational friction and compliance risk.

2025

when Momentis moved its land management into Oaken.

The story

From pen and paper to a digital legacy.

The three challenges Momentis faced as its land holdings grew, and how Oaken answered them.

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01
Information gap

Knowledge in people’s heads

Critical farm data lived mainly in the minds of aging operators, so it could be lost when the next generation takes over.

02
Operational friction

Time lost chasing paperwork

Scattered systems meant hours spent on lease agreements, planting verifications and checking land partner details.

03
Compliance risk

Hard to stay audit-ready

With pen-and-paper records, a portfolio ready for sales, reporting and new mandates was nearly impossible.

04
The solution

A digital system of record

Oaken captures handshake agreements and historical soil data, and keeps lease agreements and legal documents in one place.

Before and after

What changed at Momentis.

“The other option really is if I didn’t have Oaken, I need a couple of assistants. So, I’m saving my company money by having Oaken, because really it is my personal assistant.”

Alexis StevensDirector of Farming Operations, Momentis
Before

Paper, spreadsheets and memory

Lease details and farm history were spread out, and much of it was only in operators’ heads.

With Oaken

Agreements and history captured

Handshake agreements, soil history, leases and legal documents became a permanent digital record.

After

More time on the farm

Less time behind spreadsheets, easy data sharing with land partners and a portfolio ready for reporting.

More customer stories

Farms and landowners like yours.

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“Our goal is to put things in place now that will help us transition the farm to the next generation.”

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Free download

Get the full Momentis case study.

The two-page PDF covers the family office, its three challenges and how Oaken turned its land management into a professional digital operation.

  • The three challenges facing a farmland family office
  • How Oaken captures handshake agreements and soil history
  • Alexis Stevens on running the portfolio without extra staff

See how Oaken works for farmland investors →

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Common questions

About this case study.

What is Momentis Family Office?

Momentis is the private family office for the Carson family in Omaha, Nebraska. Its focus includes philanthropy, estate organization and legacy, and Alexis Stevens manages its farmland investments.

What problems did Momentis need to solve?

An information gap, with farm data held mostly by aging operators; operational friction from scattered systems; and compliance risk from records that weren’t ready for audits or reporting.

How does Oaken help farmland investors?

Oaken keeps leases, legal documents, land partner details and farm history in one system of record, so the portfolio is easier to report on, audit and pass on.

Can landowners or partners see the data?

Oaken includes a secure landowner portal with read-only access to active leases, rent payment history and farm updates.

Who should read this case study?

Family offices, farmland investors and farm managers who manage land for owners and need business-grade records without adding staff.

Book a 15-minute walkthrough

See how Oaken would organize your farmland portfolio.

Fifteen minutes, your leases, your questions. No setup fees, and we import your spreadsheets for you.

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