Family Office

Define and protect your family’s vision.

Great families stand the test of time.

They are bound together by legacy, business, and community impact.

Purpose, when used properly, is a compass, a motivator, and an opportunity.

Meet your team

Defining the family enterprise

Family Assets

  • Guiding principles & values
  • Shared purpose creating unity
  • Holistic well-being as top priority

Financial Assets

  • Sustained purchasing power
  • Tax planning & wealth transfer
  • Trustee & beneficiary education

Philanthropic Assets

  • Community visibility & impact
  • Planning giving vehicles
  • Shared philanthropic values & mission

Intellectual Assets

  • Leadership development & succession
  • Generational experience sharing
  • Wealth education

How we interact with your family

Working with all family members, we help identify, develop and maintain long-term goals for generations to come. We work to empower each person to take ownership of the family’s vision through their respective circumstances and priorities.

Family Meetings

We organize regular family meetings to foster open dialogue and discuss financial plans, long-term goals, and legacy aspirations.

Legacy Planning

We assist you in creating a comprehensive legacy plan encompassing financial wealth, values, and non-financial assets, like family aspirations, traditions, and philanthropic goals.

Wealth Education

We provide financial education literacy programs tailored to family members of all ages, empowering them to take an active role in the family’s financial situation.

Family Governance

We help implement and manage family governance structures, such as family councils and charters, to formalize decision-making processes and clarify roles and responsibilities within the family.

Philanthropic Initiatives

We advise on and manage philanthropic endeavors that reflect the family’s values and legacy, helping the family make a positive impact on society together.

Conflict Resolution

We can act as a neutral mediator in case of conflicts among family members, helping to find solutions that align with individual and collective goals.

Why work with us

Thought leadership

DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.

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FEATURED NEWS ARTICLES

Keeping Families Together

Diane Compardo | InvestmentNews | April 11, 2024

For Diane Compardo, founding partner of Compardo, Wienstroer & Janes at Moneta, it’s all in a day’s work. She explains that the process begins with recognizing that every family is different – that’s the most important part…

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We are a member of the Family Office Exchange (FOX). FOX is the world’s leading peer-to-peer network for ultra-wealthy families and their advisors and is the leading authority related to matters of sustaining wealth across generations.