Mobena is the only platform that integrates income tax, estate, and financial planning — for every person, every entity, across generations.Until now, the wealthiest families have been served by three advisors on three tools, each built for a different era. None see the whole picture.━━━━━━━━━━━━━━━What Mobena doesFor family officesOne model, every advisor, every year. The CPA, attorney, and advisor working from the same set of facts — for the first time.For CPAsProject an entire family's tax — 5 years or 50 — with every individual and trust modeled year by year, every holding mapped to every line on the K-1. Passive loss carryovers, NIIT, multistate, tax attributes — all of it, accurate.For estate attorneysModel any estate plan — without limit. Sales to grantor trusts, GRATs, QPRTs, NIMCRUTs, preferred partnerships. Every technique, on a fully after-tax basis.For financial advisorsReal estate, private equity, hedge funds, multistate holdings, varying tax structures — every balance sheet, finally modeled with the tax math intact.━━━━━━━━━━━━━━━Built by an authority, not a software company that stumbled into tax.Mobena was created by a Bloomberg Tax Author of the Year and author of Bloomberg's Family Offices Tax Management Portfolio — to solve his own clients' planning needs.━━━━━━━━━━━━━━━Now you can use it to help your clients visualize their world on an after-tax basis. For the first time.www.mobena.com
