BUSINESS OWNERS

Don’t Settle For Less

Optimize Your Business Goals and Objectives

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Our advisors help business owners protect their interest in the business, diversify their wealth outside of the business, and create a long-term
transition plan in the event they decide to retire. Some common questions we help with are:

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Which retirement plan is right
for my business?

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How can I transfer my business to my family?

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Are my business and personal assets protected from lawsuits?

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I don’t want to sell my
business – should I create a plan for “some day?”

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How much should I invest in
my retirement vs. the growth
of the company?

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I think my business is worth a lot if I sold. Is there a way to reduce my estate tax?

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Are there tax strategies I can
use as an owner to reduce
my tax burden?

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How do I protect my
business against a key employee departing or becoming disabled?

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What happens to my ownership in the business if something happened to me?

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My business is my whole life. What would I do in “retirement”?

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I want to enjoy life more. Can I partly retire while still staying involved in the business?

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I want to sell my business – what are some considerations I need to know? Can I make changes now to improve the value of the business at a later sale?

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When should I retire and what does retirement mean to me? As your business becomes more successful, your lifestyle tends to increase and your necessary retirement portfolio increases.

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Will my spouse & family know what to do when I’m gone?

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How much will I need to
retire and how long will
my money last?

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Can I leave some inheritance
for my children?

NEWS & MEDIA

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Luke Ferraro | Director of Investment Research To date, 2020 has been a unique year for the financial markets. A global pandemic and domestic social...

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All of us reach an age at which our thoughts drift away from work and toward retirement. And for many of us, this transition is a great thing....

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By Lauren Hunt, Moneta Advisor Restricted stock plans involve the transfer of corporate stock to compensate executives, but it contains some sort of...

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DUFF TEAM

100 South Brentwood Blvd
Clayton, MO 63105
(314) 244-3321

Truly Independent – We are fierce advocates of the fiduciary standard – always putting the needs of our clients first. We are 100% independent, 100% objective and 100% privately owned.

Family Office Services – From private equity to private transportation 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 families.

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).

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.