MONETA FAMILY OFFICE

Because your wealth is always in motion.

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.

Bringing Order to Complexity

To manage the dynamics of family wealth, you can’t get caught up in the day-to-day. You need a team with the power to integrate diverse specialized services in support of your goals. Moneta’s Family Office services can help you step back and more clearly see the bigger picture around your family’s needs.

A Depth and Breadth of Experience

Investment and lifestyle management planned giving, family wealth and legacy education, and meeting the challenges of intergenerational wealth are some of the skills we bring to support your success. Unlike many other firms serving families, our dedicated family office team customizes your experience to fit your unique needs.

Intentionally Independent

Your wealth and your goals are too important to be influenced by outside interests. Not only are we a fiduciary, pledged to manage your assets for your benefit, not ours, but we also are 100% partner-owned, without outside investors. This allows us the freedom to build a client-first culture and resources that go beyond most RIAs.

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.

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.

A Wealth of Information

*© 2024, Moneta Group Investment Advisors, LLC an SEC-registered investment advisor and wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC.  All rights reserved. Rankings, ratings, or lists, and/or recognition by unaffiliated rating services and/or publications, whether highlighting specific advisors of Moneta or Moneta itself, are not indicative of performance and should not be construed as a guarantee of future investment success, nor should they be construed as a current or past endorsement of the company by any of its clients. Barron’s (BN) ranking dated Sept. 16, 2022, based on ADV data provided to BN for the time period ending Dec. 31, 2021. No payment was made to Barron’s (or BN) for inclusion in the ranking.