Who We Serve

Financial planning for families with complex wealth needs


Moneta is proud to serve as the Family CFO for individuals, families, and institutions that have accumulated wealth and need a lifelong partner to help them manage the complexity that comes along with it.

No matter how you got where you are, Moneta can help you optimize your financial decisions to create a life of impact and meaning.

Individuals & Families

Comprehensive wealth management for families seeking holistic financial guidance.

Ultra High Net Worth Families

Sophisticated strategies for complex wealth structures and multi-generational planning.

Business Owners

Strategic planning for entrepreneurs and business transitions.

Corporate Executives

Executive compensation planning and equity management.

Physicians & Dentists

Specialized planning for medical professionals and practice owners.

Women in Motion

Empowering financial guidance through life's pivotal moments.

Professional Athletes

Career-focused wealth management for peak earning years.

Entertainers

Tailored strategies for creative professionals and performers.

Sudden Wealth Recipients

Expert guidance through windfalls, inheritances, and liquidity events.

Expatriates

Cross-border planning for global citizens and international families.

Your Next Step

Find your Family CFO

The best time to start is always today.

Get Started

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