MONETA FAMILY OFFICE
Because your wealth is always in motion.
Bringing Order to Complexity
To manage the dynamics of family wealth, you can’t get caught up in the day-to-day. You need a team with the power to integrate diverse specialized services in support of your goals. Moneta’s Family Office services can help you step back and more clearly see the bigger picture around your family’s needs.
A Depth and Breadth of Experience
Investment and lifestyle management planned giving, family wealth and legacy education, and meeting the challenges of intergenerational wealth are some of the skills we bring to support your success. Unlike many other firms serving families, our dedicated family office team customizes your experience to fit your unique needs.
Intentionally Independent
Your wealth and your goals are too important to be influenced by outside interests. Not only are we a fiduciary, pledged to manage your assets for your benefit, not ours, but we also are 100% partner-owned, without outside investors. This allows us the freedom to build a client-first culture and resources that go beyond most RIAs.
Our Team
Gene Diederich
Partner, CFP®, CPA
Susan Brown
Partner, CFP®
Heather Kline
Senior Family Office Advisor, CPA, CTFA
Mindy Mitchell
Private Markets Advisor, CAIA®
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Private Market Report – Fall 2024
“Time is the friend of the wonderful business, the enemy of the mediocre.” – Warren Buffett, Chairman & CEO Berkshire…
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Private Market Report – Spring 2024
“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”…
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April 2024 Market Update
QUARTERLY LETTER “People who think they know everything are a great annoyance to those of us who do.” – Isaac Asimov,…
Contact us to learn more.
Call us: 314-726-2300 | Email us:
monetafamilyoffice@monetagroup.com
*© 2024, Moneta Group Investment Advisors, LLC an SEC-registered investment advisor and wholly owned subsidiary of Moneta Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training. Moneta is a service mark owned by Moneta Group, LLC. All rights reserved. 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 the company by any of its clients. Barron’s (BN) ranking dated Sept. 16, 2022, based on ADV data provided to BN for the time period ending Dec. 31, 2021. No payment was made to Barron’s (or BN) for inclusion in the ranking.