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Thomas W. Moniz

Attorney

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Thomas W. Moniz

Attorney

Tom Moniz is a Shareholder in the Business Practice Group, where he assists clients on all aspects of business and estate planning, including:

  • Trust and estate planning
  • Trust and estate administration
  • Business formation and transactions
  • Business consulting and succession planning
  • Mergers and Acquisitions
  • Real estate 
  • Benefit Corporations
  • Nonprofit and tax exemption

Tom’s clients often view him as a legacy advisor. As such, Tom uses a personal, connected approach to work with clients and their families related to their unique business needs, personal needs and assets in conjunction with their estate plans. Tom especially enjoys working collaboratively and strategically with clients and their team of other trusted advisors – an approach that he believes adds value now and for successive generations.

Additionally, Tom is the Chair of the firm’s Nonprofit and Tax Exemption section. Tom counsels clients on a variety of matters including tax exemption, nonprofit formation and governance, and Benefit Corporations.

  • Marquette University, J.D., cum laude
  • University of Wisconsin-Stevens Point, B.A., magna cum laude

  • Wisconsin

  • Council on Foundations (Member)
  • Fox Valley Estate Planning Council (Member)
  • Winnebago County Bar Association
  • Ripon/Green Lake Area Bar Association
  • State Bar of Wisconsin

  • Envision Greater Fond du Lac, Advocacy Committee 
  • Ripon College, College President Search Committee
  • Boys & Girls Club, Building and Capital Campaign
  • First We Live Foundation, Inc., Founder and Member of Board of Directors
  • Salonga Conservation Initiative, Inc., Board of Directors
  • Oshkosh Area Community Foundation, Audit Committee
  • Quest Elementary School, Governance Council
  • Ripon Main Street, Inc., Board of Directors, Past President
  • Ripon Education Foundation, Inc., Board of Directors, Past President
  • Prior roles as an officer and director for United Way, Thelma Sadoff Center for the Arts, Thrasher Opera House

Areas of Practice