Because your wealth is always in motion.

Moneta Family Office

Significant wealth creates complexity and nuance. With a proactive and personalized approach, we prioritize understanding your unique needs and goals. We foster deep relationships and collaborate with your network of advisors to provide informed, objective advice. Drawing from decades of experience, we simplify complexities while acting as your thought partner and overseeing generational wealth management. Trust, transparency, and a commitment to your interests define our fiduciary responsibility.

Learn how our resources can help your family.

Your goals. Moneta resources.

Moneta Family Office, a specialized team within Moneta, is the premier ​choice for families of substantial wealth and complex needs.​ Backed by the depth and robust resources of a top Barron’s-ranked RIA*, ​our team is built on deep expertise and offers a bespoke experience to meet ​your unique and ever-changing needs.

White Glove Services

It gets personal with us. We pride ourselves on developing relationships with our client families beyond dollars and numbers. We listen and strive to understand holistic family dynamics, which often positions us as the sounding board and communication facilitator in navigating family decisions and challenges.

As a fiduciary, we are committed to placing your interests above our own and strive to continually reaffirm the trust you place in us. The pillars on which we build that trust are transparent business practices and a fee-only model. 

We are the right size firm: large enough to attract top talent, access unique investments, and afford professional management—small enough to be nimble and flexible to meet clients’ unique needs.