Moneta Group’s Customized Services: Family Meetings [VIDEO]

3 generation family sitting on couch together

At Moneta, we believe that it is important for High Net Worth¬†individuals to sit down with their adult children and discuss the family’s long term financial plans. We call this a Family Meeting. Learn more by watching our latest video featuring Estate Planning Consultant Christie Schmuke,¬†Partner Mike Johnson, and Advisor Andy Glenn.