Charitable Giving: We understand that philanthropy means much more than an effective way to reduce taxes. From establishing a family foundation to identifying creative and optimal ways to support your most cherished organizations and causes, we guide you through all the complex details that come with significant charitable endeavors and endowment-level gifting.

Estate Planning: Whether you need basic security for a young family, a sophisticated solution to complex tax challenges or a comprehensive vision that encompasses multiple generations, we have estate planning specialists on hand to consult you through the optimal approach for each situation.

Asset Protection: Whether you are an established executive or just experienced a sudden increase in earning power, ensuring you manage your wealth wisely is a priority. Optimizing cash flow and cash positions while minimizing taxes and interest costs requires truly objective, expert advice. As Your Family CFO, we serve as your trusted guide in guarding against risks to your earning potential early on before reorienting investments toward capital preservation and asset protection as you approach financial independence.

Insurance Analysis: One of the most important ways to protect yourself and your family is through insurance. Choosing the type of coverage that is most appropriate for your life’s context will help build a strong base of financial security. 

Business Planning: From commercial insurance to succession planning, we know what it’s like to help business owners navigate the many financial concerns they face. If you’re planning for liquidity through the sale of your business, we can help strategically plan for that too.

Tax Consulting: Our team brings the education and credentials necessary to accurately interpret and communicate changes to the tax law. We do the complicated and time-consuming work of keeping up with all the latest legal nuances so we can continually help you optimize your wealth strategies accordingly.

Education Planning: Paying for a child’s education is one of the most common major expenses weighing on a parent’s mind because it is so important and so expensive. As Your Family CFO, we empower you to take care of your loved ones through every stage of life.

Investment Management: Your personal investment strategy should be based on your own personal situation, goals and risk tolerance. We can help customize an asset allocation that is best for you specifically and then proactively monitor your investment portfolio so that it continues to meet your changing needs.

Social Security Planning: Determining when to claim your Social Security benefits can significantly impact your life in retirement. Choosing the right strategy here requires careful planning with a holistic look at your entire financial picture. As Your Family CFO, we can help you navigate this decision while taking a comprehensive approach to managing your wealth.

Retirement Planning: There is no such thing as a standard-issue retirement. Your vision of retirement comes from a unique blend of your own personal goals and priorities for when you retire, where you retire, what you do and how you live after you retire. All of this can of course change overnight when life throws unexpected circumstances at you regarding healthcare and family dynamics. As your Family CFO, we help you plan for the retirement you want while protecting against the unknown variables.

Truly Independent – We are fierce advocates of the fiduciary standard. Being 100% partner-owned frees us up to put clients first in every aspect of how we do business.

Family Office Services – From private equity to private foundations, we offer wealthy families access to a wide range of specialized expertise—all under one roof. Moneta is the premier choice for ultra-high net worth clients who require the dedicated advocacy and service of a family office with the backing of a wealth management firm of exceptional size and scope.

Family CFO Services – Successful CEOs depend on their executive team to help make wise decisions. This includes having a CFO for tax, financial and sometimes legal decisions. As the CEO of your family, you may have real estate, taxes, trusts, businesses and investments to manage. We serve as your Family CFO to help you make wise financial decisions so you can spend more time doing what you love (and we assume that’s not tax calculations).