Teams
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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…
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What We Do Family Office Family CFO Fiduciary Estate Management
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Our team approach ensures we are always prepared to help you navigate your unique life’s path as we leverage our collective skills and expertise for your success. Our team is multigenerational because our client relationships are multigenerational. We proudly…
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Tim & Kelly Tim and Kelly are married with three kids. Kelly is a successful sales representative for a private company. She has several private stock benefits at her company, including an employee stock ownership…
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Joe & Susan Joe is the CEO of a successful business in the local area. He started the business 25 years ago and profits have increased substantially over the years. Joe’s son, Mark, is involved…
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Alex & Sarah Alex is a surgeon at a large hospital and Sarah is an anesthesiologist for a private medical group. They have two children. Alex has just been offered a new contract and a…
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Services Our advisors help individuals with the specific planning considerations unique to someone with stock compensation, in addition to the general financial planning that applies to all clients: NUA Planning Stock Option Planning Cash Flow…
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Services for Business Owners Our advisors help business owners protect their interest in the business, diversify their wealth outside of the business, and create a long-term transition plan in the event they decide to retire. Some…
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Services for Physicians Our advisors help physicians with the specific planning considerations unique to someone practicing medicine, in addition to the general financial planning that applies to all clients: Retirement Savings Plan Estate Planning Contract…
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You can have both the personalized attention you deserve and be backed by a large firm’s resources and security. We aren’t a machine where one plan fits all. Our methods are personal, customized, and based…
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The latest
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Who We Serve Physicians Business Owners Executives Sudden Wealth
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Is a Family CFO right for me? When we serve as a Family CFO, we serve as the architect of your financial life. We consult on each financial decision for the family – large or small.…
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Meet Our Team The Duff Torney Team, like our clients, is comprised of members with different backgrounds. Our clients are either pre-retirees, physicians, business executives or the emerging affluent. Each niche requires a different skill…
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National Presence No matter where you live or what stage you’re in on your wealth journey, you can expect exceptional personal attention, access to in-house expertise, and a proven track record of real-world solutions. Who…
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We are your coach We sit on the bench for you as your financial advocate and coach. As you focus on reaching your maximum potential, we take the responsibility of co-developing and maintaining a comprehensive…
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You’ve already built a great foundation. It’s our job to take what you’ve created and advise you in ways to help it grow into everything you dream of…and more. And, at Moneta, we have the…
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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…
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Compensation packages for corporate executives tend to be extremely complex. It’s challenging to be completely knowledgeable about your compensation and benefit plans, yet these plans are critically important to your personal wealth plan. You can’t focus on…
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Losing the person closest to you is one of the most painful experiences. In addition to the grieving process, widows will need to address their partner’s financials after their passing. We can come alongside you during this…
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For many clients, divorce is the largest financial transaction of their lives – and it comes at a time when emotions are typically running on overdrive. Our team specializes in helping clients navigate this complex journey while finding a new…