ACTING AS YOUR FAMILY CFO
Receive objective, unbiased advice that’s customized to your goals, guided by your best interests and informed by our experienced teams and in-house investment department.
Learn about new opportunities to help you save more for the future, define a personal vision of financial independence, or launch the next generation on the road to wealth.
Make an impact on the causes you care about while minimizing your tax liability.
See how to better manage your cash flow, minimize interest costs, and optimize cash positions. We help you prepare for the future by making the most of tax-advantaged recommendations, employer-sponsored plans, and educational savings plans.
LIFE TRANSITION PLANNING
With meticulous planning and steadfast reassurance, we can help you prepare for the birth of a child or grandchild, the launch of a new venture, the sale of a business, or a long-awaited retirement.
We help young families guard against risks to their earning potential, and help established families protect assets and reorient their investments toward capital preservation.
Whether you need basic security for a young family, a sophisticated solution to complex tax challenges, or a comprehensive vision that encompasses multiple generations, you can rely on the proven expertise of your Moneta estate planning team.
Because of our wholistic relationship with our Family Office and Family CFO clients, Moneta Trust was created in 2021 to serve clients whose estate planning needs could benefit from a corporate trustee. Learn more at MonetaTrust.com
David Wickenhauser | Investments Strategist As the S&P 500 inches closer to bear market territory, our Investments Strategist David...