ONE TRUSTED RELATIONSHIP TO MANAGE A LIFETIME OF ASSETS
Moneta Trust ensures that the long hours we have worked with you to clarify your goals are carried through when it matters most. Our wholistic relationship with you positions us best to execute your wealth transfer plan. We not only fully understand your vision, but we also have the resources to assist with the other necessary tasks in transferring wealth that can seem particularly daunting during times of transition. Moneta Trust launched in May of 2021 to meet the expected demand of the large transfer of wealth over the next 25 years. Moneta Trust operates out of our Mission Woods, KS office with services now available to all our clients nationwide.
Fiduciary Estate Management
TRUST DISTRIBUTION SERVICES
MONETA TRUST IN THE NEWS
Because we are often in the driver’s seat with clients as they design their wealth transfer plan, we have intimate knowledge of how to execute it in a way that is best for their family, and now we can do so with the resources of Moneta Trust.
Handling those assets in trusts can require special methodology, and Moneta Trust will allow its clients to appoint a single corporate trustee for both liquid and illiquid assets held in trust.
Chris Kamykowski CFA®, CFP® | Head of Investment Strategy & Research Last week, despite the majestic and tranquil scenery of Jackson Hole,...