What we do

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Wherever you are in life, we go further to meet your unique needs with our Family CFO Services.

No matter what stage you’re in on your wealth journey, we go to extraordinary lengths to build a better, closer relationship with you. That means that you can expect exceptional personal attention, access to in-house expertise, and a proven track record of real-world solutions. Plus, we are ready to meet you where you are, accommodate your busy schedule, and engage you in the way that you prefer.

Family CFO Services

OCIO

Our Outsourced Chief Investment Officer (OCIO) Services from the Hadary team of Moneta offers objective, unbiased advice that’s customized to your goals. We work with non-profit organizations that need additional guidance with investment decisions and endowments.

Sudden Wealth Planning

Receiving a large amount of money can create circumstances that people are often unprepared to handle. Statistically, one-third of Americans will blow the windfall and then live with the regret of losing wealth. Ask about our sudden wealth planning services.

Estate Planning

Whether you need basic security for a young family, a sophisticated solution to complex tax challenges, or a comprehensive vision that encompasses multiple generations, you can rely on the proven expertise of your Moneta estate planning team.

Retirement Planning

Retirement planning is much more than accumulating enough wealth to enjoy your later years. It assures that you are prepared and positioned well in countless functional areas for what comes after a rewarding career. Learn how our team can help you meet your retirement goals.

Philanthropy

Many people want to use their wealth to enrich the lives of others, and charitable giving makes realizing that goal possible. At Moneta Group, the Hadary team acts as a charitable planner, helping clients navigate philanthropy.

Tax Planning

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

Savings Planning

See how to better manage your cash flow, minimize interest costs, and optimize cash positions. We help you prepare for the future by making the most of tax-advantaged recommendations, employer-sponsored plans, and educational savings plans.

Moneta Trust

Because of our wholistic 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

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