Your wealth doesn’t stop at the border.
Neither do we.
Your U.S. Wealth Partner, Abroad
Specialized financial guidance for U.S. citizens overseas and global family offices with U.S. investment interests.
Whether you’re an American building a life abroad or a global family office seeking an Outsourced Chief Investment Officer (OCIO) with access to U.S. private markets, Moneta brings the structure, strategy, and team your cross-border financial life demands.
Our Global Approach
A U.S. firm built for the world your wealth lives in.
Moneta provides trusted guidance and privileged access to US investment opportunities for global families and family offices.
Managing wealth across borders is genuinely complex — not because your goals are complicated, but because the systems surrounding them weren’t designed to work together. Two tax regimes. Multiple currencies. Regulatory environments that evolved independently. Retirement accounts that don’t translate cleanly across jurisdictions. And a life that moves forward regardless.
At Moneta, we’ve spent more than 150 years helping sophisticated families navigate financial complexity at home. With a dedicated global wealth practice led by advisors who have personally managed cross-border financial lives, we now bring that same clarity and conviction to clients whose wealth spans multiple countries.
Who We Serve
U.S. Expats Living Abroad
Seeking a trusted financial partner that understands both sides of the Atlantic
Life as an American in the UK or Europe means managing money across two systems that were never meant to talk to each other. You’re still filing a U.S. return every year. You’re watching the pound-dollar rate before every major purchase. Your investment accounts carry PFIC risk you may not know about. Your estate plan was written for a single jurisdiction, and your family’s life has grown beyond it.
Some of our advisors are navigating the exact same reality. That personal fluency — combined with Moneta’s depth of resources — means we can help you build a financial life that’s genuinely integrated, not just patched together across time zones.
Living abroad should feel like an opportunity, not a constant financial negotiation. Moneta guides American citizens residing overseas to confidently manage their wealth across borders, so you can live globally while preserving, growing, and protecting your assets at home.
- Tax-efficient Investment Strategies
- Cross-border Retirement Planning
- U.S. Regulatory Compliance
- International Estate Planning
- Global Real Estate
Global Family Offices
Seeking a disciplined, relationship-driven gateway into U.S. private markets.
The most sought-after opportunities in U.S. private equity, venture capital, private credit, and real assets are often inaccessible to non-U.S. investors — not because of a lack of capital, but because of a lack of on-the-ground relationships and the infrastructure to execute. Moneta bridges that gap.
As your Outsourced Chief Investment Officer (OCIO) for U.S. allocations, we bring the same institutional rigor and manager access we deploy for our U.S. clients. We shape this around your governance structure, complementing your existing advisors, and never competing with the team you’ve already built.
Moneta is your U.S. connection to a diversified global investment platform providing access, expertise, and trusted oversight for your U.S. asset strategy.
- U.S. Asset Management and Reporting
- Navigating U.S. Tax and Legal Frameworks
- Strategic Partnerships with U.S. Custodians
- Exclusive Access to Co-Investment Opportunities
Let’s make every moment count together…
