First Quarter Investment Report – 2025
April 11, 2025
Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...
Moneta Trust Services
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
“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
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
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