Moneta Family Office

Purpose-built to meet the unique needs of families with exceptional wealth

Entrepreneurs Business Leaders Athletes & Entertainers Multi-Generational Families Inherited Wealth

WHAT MAKES US DIFFERENT

WHO WE SERVE

MANAGING THE TRANSITION TO PERSONAL WEALTH AND BEYOND

We help CEOs, Founders, Entrepreneurs, and Innovators align their business and personal life visions to sustain their wealth and manage their risks.

Specialized Services for Entrepreneurs

Liquidity planning
Pre-sale planning
Transaction planning
Exit strategies
Tax strategies
Capital gains approaches
Estate & succession planning

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CONSIDER US YOUR PERSONAL CHIEF OF STAFF

We understand the extraordinary demands and ample rewards of corporate leadership. Rely on us to help maximize the value you generate from your business life while helping you build alignment with your personal goals.

Specialized Services for Business Leaders

Executive compensation
Stock options
Stock ownership and concentration risk
Employment agreements
Liquidity planning
Benefits

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Play the long game

Athletes and entertainers often have sudden and short windows of peak earning power. We'll manage the details of extending, diversifying, and potentially expanding your wealth so you can gain the bandwidth and peace of mind needed to focus on your own performance.

Specialized Services for Athletes and Entertainers

Collaboration with agents, personal and team business managers, attorneys, and accountants
Brand promotion and NIL support
Due diligence on private investment opportunities
Business mentorship
Tailored financial literacy and investment education
Generational wealth guidance

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FAMILY MATTERS

With prudent planning and oversight, wealth can last for generations. We help families simplify the complexities of significant wealth and manage its transition to future generations so you can take care of the people you love.

Specialized Services for Multi-generational Families

Family mission and governance
Estate planning and administration
Family education and meetings
Succession planning
Philanthropic advisory
Lifestyle services
Cash flow management

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ADDRESSING THE IMPACT OF INHERITED WEALTH

We specialize in guiding wealth inheritors to become responsible stewards.

Specialized Services for Inherited Wealth

Articulate family wealth mission and vision
Align family mission with personal goals
Understand stewardship terms and conditions
Identify and address tax implications
Advise on appropriate investment options
Reevaluate estate plan
Reassess insurance needs

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DISCOVER OUR SUITE OF PREMIER SERVICES

Moneta is renowned for going above and beyond, offering ultra-high-net-worth clients the dedicated service of a family office backed by a large wealth management firm. Our advisors provide comprehensive financial advocacy and white-glove, concierge services. This approach allows us to effectively address the unique needs of our top-tier clients.