Moneta Benefits Overview

Leads sophisticated estate, wealth transfer, philanthropic, and business succession planning for ultra-high-net-worth clients and family offices. Reviews complex trusts and business agreements, develops strategic recommendations, coordinates with attorneys and advisors, supports estate settlement, and integrates planning into broader wealth strategies. The role also leads wealth transfer experts, educates advisors, contributes to thought leadership, supports business development, and advises clients without providing legal representation or drafting.