Admiral James Stavridis: Thoughts on Geopolitics and Leadership
January 16, 2025
Recently, Moneta was fortunate to host The Carlyle Group’s, Admiral James Stavridis, for a chat with o...
YOUR FAMILY OFFICE
Families with exceptional wealth have unique needs and we are purpose-built to meet them. Our services are extensive, bespoke and
exclusive by design and Our commitment is unwavering and focused solely on the welfare and satisfaction of the families we serve.
SCALE
Moneta Family Office is part of a multi-billion-dollar registered investment advisory firm with over 150 partners, professionals, and advisors, and a global client base. Our unique structure allows us to attract top talent and access unique investments while providing a truly personal “boutique” client experience.
Experience
Moneta has provided exceptional services to families of wealth for well over a quarter century.”
We serve individuals and families of exceptional wealth
Our services are holistic and designed to address the complexities associated with significant wealth — tailored to your unique wealth story.
Entrepreneurs
Manage the transition to personal wealth and beyond. We help CEOs, founders, entrepreneurs, and innovators align their business and personal life visions to sustain their wealth and manage their risks.
Athletes and Entertainers
Play the long game. We work with many successful athletes and entertainers to extend, diversify, and potentially expand their wealth by taking advantage of unique and rewarding investment opportunities that suit their interests and advance their philanthropic and entrepreneurial spirit.
Business Leaders
Consider us your personal Chief of Staff. We understand the extraordinary demands and ample rewards of corporate leadership. Rely on us to help maximize the value you generate from your business life while helping you build alignment with your personal goals.
Multi-Generational Families
Family is everything. With prudent oversight, wealth can last for generations. We help families simplify the complexities of significant inherited wealth and manage its transition to future generations.
ARE YOU LOOKING FOR A FIRM THAT…
Relieves the daily burden of financial management and provides comprehensive lifestyle services for the most demanding clients?
Has credentialed professionals in estate planning, philanthropy and family dynamics?
Dedicates a team of experienced specialists committed to each family’s satisfaction?
Crafts bespoke portfolios that can include exposure to diverse private investment opportunities?
Understands the visions of wealth creators and thrives in managing the complexity and nuance of complicated financial lives?
Then Moneta Family Office is the right choice for your family.
Discover Our Suite of
Premier Services
Moneta is renowned for going above and beyond, offering ultra-high-net-worth clients the dedicated service of a family office backed by a large wealth management firm. Our advisors provide comprehensive financial advocacy and white-glove, concierge services. This approach allows us to effectively address the unique needs of our top-tier clients.
Comprehensive Estate Planning
Ensure your wishes are executed and administered tax-efficiently with sophisticated estate planning, including lifetime giving to family members, while minimizing tax exposure.
Next-Generation Education
Manage family dynamics and enhance peace of mind by educating future generations. This prepares for responsible inheritance and helps create a family mission statement to define philanthropic objectives.
Tailored Investment Strategies
Develop and implement global investment strategies that align with each portfolio’s goals. Act as your financial advocate by sourcing and coordinating premium private investment opportunities.
Holistic Family Services
Simplify your lives with services like bill pay, financial reporting, and concierge services. Impact causes you care about with charitable strategies and endowment-level giving.
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
How to preserve your legacy when selling your business
January 15, 2025
Selling your business is like watching a child you’ve nurtured grow up and venture into the world. It’...
Fourth Quarter Investment Report
January 13, 2025
The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...
Monthly Recap – December 2024
January 6, 2025
Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a...