Family Office

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

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Ensure their wishes are carried out tax-efficiently with highly sophisticated estate planning techniques, execution and administration available

Education

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Manage family dynamics and enhance peace of mind by engaging and educating multiple generations to prepare for responsible inheritance

Lifetime Giving

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Facilitate lifetime giving to family members with an eye to minimizing tax exposure

Financial Advocate

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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

Unique Goals

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Develop and implement tailored global investment strategies to suit the unique goals and objectives of each portfolio

Charity

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Make a significant, notable impact on the causes they care about with complex charitable strategies and endowment-level gifting

Simplify

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Simplify their day-to-day lives with bill paying, family financial reporting, concierge services and more

Family Mission

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Create family mission statements to define family-wide and philanthropic objectives for their wealth

Recent Articles

February 15, 2019

InvestmentNews encourages firms to look to Moneta for inspiration

Moneta University made quite the impression on InvestmentNews wealth management reporter Jeff Benjamin. His article about the industry trend of…

February 14, 2019

5 Ways to Save More for Retirement This Year–and Last!

By Brighton Samet, Moneta Tax Planning Consultant You can contribute more to your retirement accounts in 2019 – and it’s…

January 31, 2019

Investment Report: 2018 Year in Review

Download the PDF Here Taking one final look back at 2018 reminded us of several interesting highlights. The year featured…

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