Family Office
-
by Drennan Bailey, CPA, MBA, CFP® – Advisor Remember that first apartment in your 20s? Ramen noodles for dinner, furniture borrowed from friends, and a future filled with endless possibilities. Now, a decade or two…
-
Download the PDF here Today’s teenagers face tremendous pressure. Before the first bell rings freshman year of high school, many begin preparing for college admissions time — joining clubs, playing competitive sports, and performing community…
-
Quarterly Letter The country hit, People are Crazy, was written by two musicians trying, over drinks, to think of three things you cannot argue about. Our guess is there are some who may argue over…
-
Family philanthropy offers a unique opportunity to strengthen bonds, instill shared values, and create a lasting legacy of giving. When done thoughtfully, it can amplify the positive impact a family has on society and future…
-
Private air travel has long been a symbol of luxury and convenience, offering an unparalleled travel experience. Understanding the various options is essential whether you’re a high-net-worth individual or someone looking to explore the benefits…
-
by Gene Diederich, Partner Growing up with six siblings and now having four children of my own, I’ve seen firsthand the challenges and benefits of family communication. Throw in a family death, health crisis, business…
-
The Johnson Team As your Family CFO, we are committed to guiding you through the intricacies of estate planning. Our family meetings are a cornerstone of this process, providing a collaborative space to discuss and…
-
Benjamin Trujillo J.D., LL.M – Partner Planning your legacy? Understanding the various tax exemptions available, including the gift tax, estate tax, and generation-skipping transfer (GST) tax, is crucial. These exemptions allow you to pass on…
-
By Anna McDonald, Director of Family Learning When your child walks across the high school graduation stage, it’s a significant moment in a child’s life, your life as a parent, and the lives of those…
-
By Anna McDonald, Director of Family Learning Families committed to learning who are intentional about their family purpose and culture are better equipped to stand the test of time. It’s no exaggeration to say this is…
-
Family Office Strategist – Elizabeth Sheehan, J.D. Every business venture is unique, and so are the individual circumstances of each business owner. Factors such as business structure, family dynamics, anticipated sale timeline, and desired retirement…
-
Moneta Family Office hosted its Private Market Economic Outlook in November at the 1900 Building in Kansas City. The event brought together a panel of private equity, private real estate, and private credit industry leaders,…
-
Moneta Family Office hosted its annual Private Market Economic Outlook in October at The Bogey Golf Club in St. Louis. The event brought together a panel of private equity industry leaders, including Mark Allsteadt, Jon…
-
Quarterly Letter “The Fed is navigating by the stars under cloudy skies.” – Jerome Powell, Fed Chairman Every year the Kansas City Fed invites all Fed Governors and senior personnel to Jackson Hole, Wyoming for…
-
By Mindy Mitchell Click here to download the PDF Version. Here are some factors for evaluation. Over the past 18 months, several clients have expressed concern about keeping all or the majority of their investments…
-
Click here to download the PDF version of this piece. The ongoing debate between active and passive1 investing continues as passively managed funds have seen net assets swell by an average annual rate of 11.9%…
-
For multi-generational families, effective communication often plays a crucial role in their long-term success. Significant wealth can bring immense opportunities, but it also presents unique challenges. To overcome these challenges and foster family cohesion, family…
-
Quarterly Letter “Capitalism without failure is like religion without sin. It doesn’t work.” – Allan Meltzer, Historian for the Federal Reserve If market pundits had known that the first half of 2023 would contain a…
-
As Moneta continues to expand and evolve its Family Office services, the firm is focused on adding talent and expertise to empower more sophisticated offerings. Moneta recently added Senior Family Office Advisor Heather Kline, who…
-
Moneta Private Markets Advisor, Mindy Mitchell, addressed the topic of private credit allocations in client portfolios while speaking at an invitation-only event focused on alternative investment insight across private equity, real estate, and credit. “Over…
-
Fortune spoke to Moneta’s Portfolio Strategist Randall Stauder about what makes international equities so compelling right now for an article titled, “Why you should invest internationally in this market environment.” Here is an excerpt from…
-
Moneta Advisor Susan Brown won an NCAA Division III women’s basketball national championship in 2001 at Washington University in St. Louis. Citywire RIA interviewed her about how that experience influences her career as a financial…
-
At Compardo, Wienstroer, Conrad & Janes, we understand the importance of having a dedicated team of highly qualified professionals and pride ourselves in selecting top tier talent to support our clients’ evolving needs. In that…
-
By Anna McDonald It’s no exaggeration to say every family going on vacation at some point has had an “Oh no!” moment. Ours was a few years ago around 5:00 AM in the pouring down…