View in portrait for best experience

Benjamin Trujillo

Partner

J.D., LL.M.

Ben Trujillo is a trusted advisor to ultra-affluent families, helping them navigate the complexities of wealth with clarity, intention, and confidence. With nearly three decades of experience in estate and gift tax planning, business succession, and family office strategy, Ben is known for making the Internal Revenue Code feel a little less… confusing.

His work sits at the intersection of law, finance, and family dynamics. He guides clients through pivotal moments—liquidity events, generational transitions, major gifts—and helps them design structures that reflect not just what they’ve built, but what they want to leave behind. Ben’s clients span founders, executives, and multi-generational families, often with closely held businesses or private investments at the center of their balance sheets.

He began his career practicing law at a top regional and national firm, and ran his own family’s business, giving him firsthand perspective on the challenges and responsibilities of legacy planning.

Ben is an adjunct professor at Washington University School of Law, where he teaches Federal Income Tax. He earned his LL.M. in Taxation from Washington University, his J.D. from Georgetown, and dual undergraduate degrees in Political Science and History from Texas Christian University. He is a licensed attorney and investment advisor representative.

A natural teacher and mentor, Ben is passionate about translating sophisticated strategies into human conversations. Whether helping a client structure a GRAT or coaching a young advisor on GST nuances, his goal is the same: to bring technical excellence to life with practical wisdom.

When he’s not immersed in tax code or trust diagrams, Ben can usually be found swimming laps, curating rare single malts, or supporting animal rescue efforts in the St. Louis area.

EDUCATION

  • B.S., Political Science, B.A., History, Texas Christian University
  • Juris Doctor, Georgetown University
  • LL.M., Taxation, Washington University in St. Louis

PROFESSIONAL DEVELOPMENT

  • The Missouri Bar
  • Licensed Investment Advisor Representative (series 66)

COMMUNITY INVOLVEMENT

  • Stray Rescue of St. Louis, Volunteer
  • Tenth Life Cat Rescue, Board Member

NEWS & PUBLICATIONS

A WEALTH OF INFORMATION

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

A Semi-Charmed Earnings Season

A Semi-Charmed Earnings Season

May 12, 2026

by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

May 8, 2026

By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

Monthly Recap – April 2026

Monthly Recap – April 2026

May 6, 2026

April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

Macroeconomic and Market Chat with Carlyle’s Jason Thomas

April 28, 2026

Moneta recently hosted a macroeconomic and markets discussion with Jason Thomas, Head of Global Resear...

VIEW ALL ARTICLES

Let’s make every moment count together…