The Kittner Team
Family Office
From private equity to private foundations, we offer wealthy families access to a wide range of specialized expertise—all under one roof. 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.
Family Mission, Governance, & Education
Build and demonstrate trust among your family members as you each gain clarity in your roles and responsibilities. Facilitate effective communication, shared understanding, and efficient collaboration.
Investment Strategy & Management
Create and implement customized investment portfolios to meet your specific goals through a strategic and disciplined approach with access to high-end private investments opportunities.
Estate Planning
Coordinate with a suite of professionals to prepare you for the future and help you share your wealth with the people who matter the most.
Charitable Giving & Philanthropy
Share your wealth with the community and causes that are important to you in a way that optimizes your impact.
Tax Optimization
Execute your financial action plan in the most tax-efficient way with highly sophisticated estate planning techniques.
Moneta Trust
Ensure our intimate understanding of your dreams and desires is properly translated into action when it matters most.