Moneta Trust combines Moneta Group’s proven investment capabilities with a next-generation trust administration platform. As a Trust Representative Office of National Advisors Trust Company, FSB, the nation’s largest federally chartered advisor-owned independent trust company, Moneta Trust provides your family with independent, local, professional guidance for multi-generational planning and oversight. Moneta Trust integrates seamlessly with your Moneta Group Family CFO to provide expert trust technology and administrative support. There is no need to change your investment philosophy, asset-management style or portfolio holdings. You may also retain your advisors—attorney, accountant and other professional relationships.