GAST FREEMAN Troyer Racen TEAMHelping people accomplish their goals in life so they can spend it on what matters most.
ABOUT THE TEAM
As Your Family CFO, we are financial advisors for life’s big decisions. No matter what stage you’re at on your wealth journey, we go to great lengths to build a better, closer relationship with you. That means that you can expect exceptional personal attention, access to in-house expertise and a proven track record of real-world solutions. The depth and breadth of our service is what separates us from our competition.
With more than 50 years of industry experience, our team is strategically designed to be multigenerational because our client relationships are multigenerational. We proudly work with clients at every stage of the financial life cycle, whether you are building a career or planning for the distribution of your wealth. Our practice is organized around our clients and their legacy – not an individual advisor – so that our continuity of service to you and your family is sustainable long into the future.
Staying on the cutting edge of our industry’s technology and innovation is a priority for us so we can work with clients across the country and leverage the power of digital tools for your benefit. We are ready to meet you where you are, accommodate your busy schedule and engage you in the way that you prefer. We do more so you can, too.
FAMILY CFO SERVICES
FAMILY OFFICE SERVICES
MEET THE TEAM
Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is,...
Family CFO Services – Successful CEOs depend on their executive team to help make wise decisions. This includes having a CFO for tax, financial and sometimes legal decisions. As the CEO of your family, you may have real estate, taxes, trusts, businesses and investments to manage. We serve as your Family CFO to help you make wise financial decisions so you can spend more time doing what you love (and we assume that’s not tax calculations).
Truly Independent – We are fierce advocates of the fiduciary standard. Being 100% partner-owned frees us up to put clients first in every aspect of how we do business.
Family Office Services – From private equity to private foundations, we offer wealthy families access to a wide range of specialized expertise—all under one roof. Moneta is the premier choice for ultra-high net worth clients who require the dedicated advocacy and service of a family office with the backing of a wealth management firm of exceptional size and scope.
CONTACT US TO LEARN MORE
100 South Brentwood Blvd.
St. Louis, Missouri, 63105