Admiral James Stavridis: Thoughts on Geopolitics and Leadership
January 16, 2025
Recently, Moneta was fortunate to host The Carlyle Group’s, Admiral James Stavridis, for a chat with o...
“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 families, and now we can do so with the resources of Moneta Trust.”
– Gene Diederich, Partner, Moneta
“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 families, and now we can do so with the resources of Moneta Trust.”
– Gene Diederich, Partner, Moneta
“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.”
– Eric Kittner, CEO and Chairman of the Board, Moneta
Dive into the latest insights from our expert team with our personal touch.
January 16, 2025
Recently, Moneta was fortunate to host The Carlyle Group’s, Admiral James Stavridis, for a chat with o...
January 15, 2025
Selling your business is like watching a child you’ve nurtured grow up and venture into the world. It’...
January 13, 2025
The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...