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Moneta Strengthens Family Office Services

Family Office

June 14, 2023

Moneta Strengthens Family Office Services

As Moneta continues to expand and evolve its Family Office services, the firm is focused on adding talent and expertise to empower more sophisticated offerings.

Moneta recently added Senior Family Office Advisor Heather Kline, who joins the firm with more than 30 years of financial and business experience. She most recently served as the Chief Client Officer at a multi-generational single-family office and private trust company.

“The demand for family office services is predicted to continue to grow rapidly over the next five years,” said Moneta CEO Eric Kittner. “Moneta’s breadth and depth of expertise has always been attractive to families needing these specialized offerings, and Heather is part of our continued dedication to multi-family office services.”

According to Arizton Advisory Intelligence, the global family office market is expected to grow from $14.87 billion to $21.11 billion in revenue between 2021 and 20261. Usually consisting of a team dedicated to a single, often extended family, such offices handle investment, wealth, and lifestyle management, with a goal of effectively growing and transferring wealth across generations.

“By leveraging the experience found across our advisor teams as well as our unique middle-and-back -office capabilities, we provide what I believe is a unique mix of personalization and resources,” Moneta President and COO Keith Bowles said. “The Senior Family Office Advisor role is one way Moneta supports those families looking for a customized and comprehensive suite of services along with dedicated wealth management.”

“Moneta provides a dedicated team of experienced professionals who work together to serve each family,” added Kline. “This ensures that all aspects of their financial planning are integrated and coordinated, including investment management, tax planning, risk management, and other areas important to the family’s overall financial health. Beyond helping families achieve their financial, personal, and philanthropic goals, we also help them build a legacy and strong foundation for future generations.”

 

1  Family Office Market – Global Outlook & Forecast 2021-2026; Jan 2022.  https://www.arizton.com/market-reports/family-office-market

© 2023 Moneta Group Investment Advisors, LLC. All rights reserved. Moneta Group Investment Advisors, LLC is an SEC registered investment adviser and wholly owned subsidiary of Moneta Group, LLC. Registration does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC. These articles do not individually or collectively constitute an offer to sell or buy securities, nor does any statement contained herein represent any specific recommendation. Rankings, Ratings, or Lists, and/or recognition by unaffiliated rating services and/or publications, whether highlighting specific advisors of Moneta or Moneta itself, are not indicative of performance and should not be construed as a guarantee of future investment success, nor should they be construed as a current or past endorsement of Moneta by any of its clients.

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