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Moneta Trust Services

One Partner for
All of Your Assets

Our wholistic relationship with you positions us best to execute your wealth transfer plan. This provides peace of mind that your Moneta advisor, who knows you and your family well,
can best administer the distribution of your wealth to the next generation, while also serving as a trusted advisor to those children and grandchildren.

One Trusted Relationship to Manage a Lifetime of Assets

Moneta ensures the long hours we have worked with you to clarify your goals are carried through when it matters most.

Fiduciary Estate Management

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.

Trust Distribution Services

When it’s time to execute your trust, Moneta Trust works closely with your financial advisement team to simplify the process for you.

Corporate Trustee

You can have confidence in Moneta Trust’s fiduciary capability to act as your single source corporate trustee of both liquid and illiquid assets, however you need.

Trust Alignment

With Moneta Trust’s oversight, you can be assured the nuanced decisions that may have to be made for you align with your intent.

“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

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“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

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“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

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Admiral James Stavridis: Thoughts on Geopolitics and Leadership 

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...

How to preserve your legacy when selling your business 

How to preserve your legacy when selling your business 

January 15, 2025

Selling your business is like watching a child you’ve nurtured grow up and venture into the world. It’...

Fourth Quarter Investment Report

Fourth Quarter Investment Report

January 13, 2025

The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...

Monthly Recap – December 2024

Monthly Recap – December 2024

January 6, 2025

Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a...

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