Family Office

We Are Your Advantage

Our approach to financial advisory services for families of significant wealth is customized and proactive. To support your family’s individual needs and goals, we emphasize listening and asking questions, building deep relationships, providing knowledge to make informed decisions, and collaborating with your other advisors such as accountants, attorneys, and insurance brokers to name a few.

Our wide-ranging services provide your family objective advice built on profound expertise and deep experience. We are your thought partner and oversee the complexities that come with substantial wealth so your family can focus on what is most important and have peace of mind for generations. Below is an overview of our comprehensive services.

SERVICES

Family Mission and Governance

Charitable Giving & Philanthropy

Investment
Management & CASH
FLOW PLANNING

Risk Management

Estate Planning & Administration

Lifestyle Services

Tax Planning

Moneta Trust

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FAMILY MISSION & GOVERNANCE

Assist with defining objectives and wealth education to enhance family relationships and create well-prepared younger generations.

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CHARITABLE GIVING & PHILANTHROPY

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

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INVESTMENT MANAGEMENT & CASH FLOW PLANNING

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

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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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ESTATE PLANNING & ADMINISTRATION

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

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LIFESTYLE SERVICES

Consult and assist with various needs including bill pay, private aircraft contracts, home construction management, household employee sourcing and everything in between.

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TAX PLANNING

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

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MONETA TRUST

Fiduciary and corporate trustee services to fulfil your legacy and goals for current and future generations.

(Tap each Service for more info.)

Family Mission and Governance

Charitable Giving & Philanthropy

Investment Management & CASH FLOW PLANNING

Risk Management

Estate Planning & Administration

Lifestyle Services

Tax Planning

Moneta Trust