Family CFO
We are your advocate.
As Family CFO for successful families, executives and business owners, we provide cohesive advice and customized solutions for all financial matters. We are a highly dedicated service team with diverse educations, backgrounds, and professional experiences – a team built to help our clients navigate complex financial planning issues. We evaluate the opportunities, risks and strategies available to our clients and then provide recommendations that we believe will best position our client families for long-term success.
We are proud to be fiduciaries for our clients and always put their interests first and foremost. Our services provide your family with peace of mind and the time to focus on the things that truly matter most.
EXCEPTIONAL PERSONAL ATTENTION.
IN-HOUSE EXPERTISE. REAL–WORLD SOLUTIONS.
CUSTOMIZED INVESTMENT STRATEGIES
Create and implement customized investment portfolios to meet client goals through a strategic and disciplined approach.
WEALTH ACCUMULATION & RETIREMENT PLANNING
A plan to guide you through accumulation and retirement phases to protect your financial independence.
ESTATE & GIFT TAX PLANNING
Collaborate with attorney to implement optimal planning and manage ongoing administration.
INCOME TAX PLANNING
Partner with client accountant to analyze planning strategies and coordinate collection of tax documents and related information.
PHILANTHROPIC GIVING
Advise on optimal giving strategies and vehicles as well as gift facilitation and tracking.
RISK MANAGEMENT
Analyze and help with insurance and asset protection needs including P&C, life insurance and health insurance.
MONETA TRUST
Fiduciary and corporate trustee services to fulfill your legacy and goals for current and future generations.