Our Expertise

Estate Planning and Philanthropy

No one likes unpleasant surprises or unexpected financial burdens. Your Moneta Family CFO helps ensure that your family can avoid those situations by helping to facilitate open communication and putting in place comprehensive estate plans that are updated as necessary. Multi-generational planning is central to the Moneta Family CFO concept, and your advisor will orchestrate family meetings designed to simplify complex financial issues and help various generations understand your overall wealth strategy. Your Family CFO will help you decide if, when and how much of your estate will pass to future generations.

Through Moneta Trust, a division of National Advisors Trust Company, FSB, the nation’s largest federally chartered advisor-owned independent trust company, Moneta Group provides its clients with independent, local, professional guidance that integrates seamlessly with your Moneta Group Family CFO.

One of the greatest joys of accumulating wealth is using it to help others, so for many Moneta clients, their legacy isn’t providing only for their family. Together with your advisor, you will explore your charitable intents and develop a plan to realize your estate planning goals.