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

April 23, 2019

Barron’s Ranks Moneta Partners Compardo and Koeneman Among Top Advisors

For the second year in a row, Barron’s named both Diane Compardo and Brad Koeneman to its annual Top 1,200…

March 29, 2019

FINANCIAL PLANNING FOR PHYSICIANS: HOW TO NAVIGATE TRAPS FROM SUDDEN INCREASES IN EARNING POWER

By Michael Torney, CFP, J.D., LL.M. Physicians encounter a variety of financial planning opportunities inherently unique to their profession. One…

March 27, 2019

HAPPY BIRTHDAY BULL MARKET: 3 WAYS TO PREPARE FOR THE NEXT FINANCIAL STORM

By Bill Hornbarger, Chief Investment Officer at Moneta We recently celebrated the 10-year anniversary of the S&P 500 ascending from…

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