Family Office Services

How We Help

We’ve made our name by going further—and our family office advisors strive to surpass even the highest of expectations. That is why Moneta is the premier choice for ultra-high net worth clients who require the dedicated advocacy and service of a family office, with the backing of a wealth management firm of exceptional size and scope.

This comprehensive approach allows us to best serve our top-tier clients and their many unique needs; from serving as your personal, comprehensive financial advocate to delivering white-glove, concierge services. From private equity to private transportation to private foundations, we offer wealthy families access to a wide range of specialized expertise—all under one roof.

Family Mission

Create family mission statements to define family-wide and philanthropic objectives for their wealth.

Simplify

Simplify their day-to-day lives with bill paying, family financial reporting, concierge services, and more.

Lifetime Giving

Facilitate lifetime giving to family members with an eye to minimizing tax exposure.

Education

Manage family dynamics and enhance peace of mind by engaging and educating multiple generations to prepare for responsible inheritance.

Unique Goals

Develop and implement tailored global investment strategies to suit the unique goals and objectives of each portfolio.

Charity

Make a significant, notable impact on the causes they care about with complex charitable strategies and endowment-level giving.

Tax Planning

Ensure their wishes are carried out tax-efficiently with highly sophisticated estate planning techniques, execution, and administration available.

Financial Advocate

Act as a financial advocate by sourcing and coordinating high-end private investment opportunities, negotiating bank loans, and coordinating insurance coverage to ensure their interests are protected.

Moneta Trust

Because of our holistic relationship with our Family Office and Family CFO clients, Moneta Trust was created in 2021 to serve clients whose estate planning needs could benefit from a corporate trustee. Learn more at MonetaTrust.com.