Our Expertise

Risk Management

As your family’s personal wealth increases, so does your need to protect that wealth. As part of your comprehensive financial plan, your Moneta Family CFO will review and advise you on existing insurance policies, advising you on gaps or overlaps in your family’s scope of coverage, even helping you find the most appropriate coverage available in the market place. For clients with highly specialized or complex risk management needs, Moneta can provide access to many industry-leaders who provide objective property and casualty advice to affluent families.