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

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

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EDUCATION

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



lifetime giving

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

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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.

Unique goals

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

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Charity

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

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simplify

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

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family mission

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

TAKE YOUR FIRST STEP WITH MONETA

RECENT ARTICLES

Investment Report: Policymakers Dust Off the “Global Financial Crisis” Playbook

Mar 25, 2020

By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) As we write this, the equity market is firmly in bear territory with the S&P...

Year-End Tax Planning Opportunities

Dec 10, 2019

With year-end quickly approaching, taxpayers still have a few weeks left to plan ahead with strategies that could provide meaningful tax savings. We...

Simplifying the SECURE Act and What it Means for Your Estate Plan

Feb 6, 2020

Many estate plans need to be adjusted after the government made major changes to how retirement plans are accessed, taxed and distributed with the...

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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.

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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.

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WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?

The industry average is one advisor per 100 clients. The Kukla McGinnis Brown Team strives to deliver the highest level of service to our clients; therefore, we maintain a one-advisor-per-50-clients ratio. We are dedicated to investing in our team’s growth and future with a focus on developing the next generation of advisors. We work with simple and complex families and institutions in cities across the country. We are well situated to handle practically any of our clients’ various financial needs.

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Working with you, we design a meaningful strategy for giving back to the community based on a shared vision and family values.

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We outline the optimal path to preserve and grow assets across multiple generations.

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Family Office

WE HELP WITH

Tax-efficiency

EDUCATION

lifetime giving

Financial advocate

Unique goals

Charity

simplify

family mission

RECENT ARTICLES

Investment Report: Policymakers Dust Off the “Global Financial Crisis” Playbook

Year-End Tax Planning Opportunities

Simplifying the SECURE Act and What it Means for Your Estate Plan

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

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?

Working with you, we design a meaningful strategy for giving back to the community based on a shared vision and family values.

We outline the optimal path to preserve and grow assets across multiple generations.

We develop and implement the best plan to educate and encourage family members for generations to come.

We help determine the future role of the business in the family enterprise.

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