I am excited that Mobena, the innovative tax planning platform for complex families, is now testing with family offices, tax professionals, RIAs and…

I am excited that Mobena, the innovative tax planning platform for complex families, is now testing with family offices, tax professionals, RIAs and platform partners. The first operating system for wealthy families will be available for everyone in Q4 2026.

Twenty-five years of client work led to this. Couldn't find the software that did it right, so I built it. Follow Mobena on LinkedIn to keep up with our first look demo at FinovateFall 2026.

#Fintech #TaxPlanning #FamilyOffice #WealthManagement #UHNW