Family Office & Governance
Family offices face challenges that distinguish them from other entities — challenges that, if not addressed, can reduce family wealth, jeopardize family unity or derail the family’s legacy. It is a private wealth management advisory service offered to ultra-high net worth investors to centralize focus and control over family finances, legal matters, tax and administration issues. It is an outsourced solution to manage the financial and investment affairs of individuals or families. It works to provide the best solution for building, preserving and transferring family wealth.
Family Office is most commonly utilized because assets have grown in size and complexity, which demand a full-time professional management team to work according to each family’s preferences and goals. As no two families are identical and the same goes for family offices, our team understands that every family is different so we provide personalized advice to establish and operate your family office and grow and preserve your energy. Our team takes time to really get to know you and your family’s specific goals and challenges, and work accordingly.
We, at Juno Moneta Finserve, have team of professionals from Legal, Insurance, Investment, Estate, Business and Tax disciplines who aim to provide customized planning, advice and resources, in order to confront several obstacles and maximize our clients legacy including confiscatory estate taxes, complex estate laws, and complicated family or business issues. A family may wish to create a formal distinction between family wealth and the assets of the family business to ensure financial risk diversification, and improving transparency and corporate governance of the family business.
We provide a holistic approach to your legacy preservation. Whether you are creating a new family office, separating an office from the family business or enhancing an existing office, it is important to ask how you are securing your family’s financial future and legacy for the next and future generations. We deliver seamless advice and service through all phases of development and execution. And we do so with an emphasis on long-term sustainability and legacy preservation.
Family offices face challenges that distinguish them from other entities — challenges that, if not addressed, can reduce family wealth, jeopardize family unity or derail the family’s legacy. It is a private wealth management advisory service offered to ultra-high net worth investors to centralize focus and control over family finances, legal matters, tax and administration issues. It is an outsourced solution to manage the financial and investment affairs of individuals or families. It works to provide the best solution for building, preserving and transferring family wealth.
Family Office is most commonly utilized because assets have grown in size and complexity, which demand a full-time professional management team to work according to each family’s preferences and goals. As no two families are identical and the same goes for family offices, our team understands that every family is different so we provide personalized advice to establish and operate your family office and grow and preserve your energy. Our team takes time to really get to know you and your family’s specific goals and challenges, and work accordingly.
We, at Juno Moneta Finserve, have team of professionals from Legal, Insurance, Investment, Estate, Business and Tax disciplines who aim to provide customized planning, advice and resources, in order to confront several obstacles and maximize our clients legacy including confiscatory estate taxes, complex estate laws, and complicated family or business issues. A family may wish to create a formal distinction between family wealth and the assets of the family business to ensure financial risk diversification, and improving transparency and corporate governance of the family business.
We provide a holistic approach to your legacy preservation. Whether you are creating a new family office, separating an office from the family business or enhancing an existing office, it is important to ask how you are securing your family’s financial future and legacy for the next and future generations. We deliver seamless advice and service through all phases of development and execution. And we do so with an emphasis on long-term sustainability and legacy preservation.
We focus on areas that, if addressed effectively, support and elevate your office to help achieve the goals and objectives of the family and the family office towards long-term success. This integrated approach enables us to uncover hidden opportunities and risks that might have been missed if we were to assess each area separately.
Our job is to support the legacy of your family office through our customized research, reports and analytics. We focus on the following areas to support you in identifying key challenges, defining and implementing processes for improvement, and charting a path to future family success and sustainability.
