Family CFO

We Are Your Advocate

As Family CFO for successful families, executives and business owners, we provide cohesive advice and customized solutions for all financial matters. We are a highly dedicated service team with diverse educations, backgrounds, and professional experiences – a team built to help our clients navigate complex financial planning issues. We evaluate the opportunities, risks and strategies available to our clients and then provide recommendations that we believe will best position our client families for long-term success.

We are proud to be fiduciaries for our clients and always put their interests first and foremost. Our services provide your family with peace of mind and the time to focus on the things that truly matter most.

SERVICES

Customized investment strategies

 

wealth accumulation & retirement planning

Estate & Gift Tax planning

 

income tax planning

Philanthropic giving

 

Risk Management

 

moneta trust

 

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CUSTOMIZED INVESTMENT STRATEGIES

Create and implement customized investment portfolios to meet client goals through a strategic and disciplined approach.

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WEALTH ACCUMULATION & TRANSFER SERVICES

A plan to guide you through accumulation and retirement phases to protect your financial independence.

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ESTATE & GIFT TAX PLANNING

Collaborate with attorney to implement optimal planning and manage ongoing administration.

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INCOME TAX PLANNING

Partner with client accountant to analyze planning strategies and coordinate collection of tax documents and related information.

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PHILANTHROPIC GIVING

Advise on optimal giving strategies and vehicles as well as gift facilitation and tracking.

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RISK MANAGEMENT

Analyze and help with insurance and asset protection needs including P&C, life insurance and health insurance.

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MONETA TRUST

Ensure that the long hours we have worked with you to clarify your goals are carried through when it matters most.

(Tap each Service for more info.)

Customized investment strategies

wealth accumulation & retirement planning

 

Estate & Gift Tax planning

 

income tax planning

Philanthropic giving

 

Risk Management

 

moneta trust