Family Office Services
We’ve made our name by going further—and our advisors strive to surpass even the highest of expectations. That is why 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.
This comprehensive approach allows us to best serve our top-tier clients and their many unique needs; from serving as your personal, comprehensive financial advocate to delivering white-glove, concierge 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.
WE HELP WITH
Tax-efficiency
Ensure their wishes are carried out tax-efficiently with highly sophisticated estate planning techniques, execution and administration available.
EDUCATION
Manage family dynamics and enhance peace of mind by engaging and educating multiple generations to prepare for responsible inheritance.
lifetime giving
Unique goals
Charity
simplify
Financial advocate
Act as a financial advocate by sourcing and coordinating high-end private investment opportunities, negotiating bank loans, and coordinating insurance coverage to ensure their interests are protected.
family mission
moneta trust
RECENT ARTICLES
Moneta Moment – How to React When the Market Declines
David Wickenhauser | Investments Strategist As the S&P 500 inches closer to bear market territory, our Investments Strategist David...
CIO Moneta Moment – What Now for Inflation?
Aoifinn Devitt | Chief Investment Officer Inflation levels have steadily risen to 40-year highs and Moneta Chief Investment Officer, Aoifinn Devitt,...
Revisiting the Emerging Markets Allocation
Tim Side | Research Analyst Introduction Recent market events have created a significant amount of uncertainty in global markets. A year that began...