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
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
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
Charity
Make a significant, notable impact on the causes they care about with complex charitable strategies and endowment-level gifting
Simplify
Simplify their day-to-day lives with bill paying, family financial reporting, concierge services and more
Family Mission
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…