
Why Most UHNW Families Have the Right Trusts and the Wrong Mix
August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...


As an Advisor for the Moneta Advisory Services Team, Shane Dunican enjoys supporting advisors in creating a better future for clients while empowering them to reach their goals.
Prior to joining the Moneta Advisory Services team, Shane earned a BSBA in Business Economics from the Eller School of Management at the University of Arizona. He also completed a minor in Personal and Family Financial Planning as one of the University’s first students to take courses in this subject.
Shane grew up in the San Francisco Bay Area, but now resides in Denver. Outside of work, he enjoys spending time with family and friends and getting outdoors to explore the Rockies. You can find him running, skiing, mountain biking or enjoying everything else that Colorado has to offer.
Dive into the latest insights from our expert team with our personal touch.

August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...

July 20, 2026
Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...

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Executive Summary The second quarter of 2026 closed with a very different narrative than the one that ...