Family Office
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Quarterly Letter “The stock market is a great device for transferring money from the impatient to the patient.” – Warren Buffett As we write this commentary in early April 2025, President Trump has…
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By Anna McDonald, Director of Family Learning When most people think of private air travel, they often conjure images of celebrities’ lavish experiences. Whether it’s the opulent Gulf Stream with cashmere seats and custom modifications…
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Download the PDF here Have you ever traveled someplace so enchanting that you started to imagine yourself living there? You may have been strolling cobblestone streets past quaint shops and cafes, enjoying the culture of…
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Quarterly Letter The year 2024 had something for everyone – a beautiful Paris Olympics, Taylor Swift-mania, an unprecedented U.S. Presidential election, and, most importantly to our clients, strong stock market returns. The S&P 500 Index…
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Deb Dubin – Chief Philanthropy Officer #GivingTuesday draws our attention to the power and promise of philanthropy. Held this year on December 3, 2024, Giving Tuesday is a global movement that “unleashes the power of radical…
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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…
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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…
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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…
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For many clients, drafting a Legacy Letter in their own words is a highly meaningful exercise that allows them to share their thoughts with succeeding generations. Authors may reflect on their family history and life…
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“Time is the friend of the wonderful business, the enemy of the mediocre.” – Warren Buffett, Chairman & CEO Berkshire Hathaway EXECUTIVE SUMMARY Private Equity – Private equity deal activity surged in 2024, marking the…
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While some may think of Washington, D.C. as a divisive place, there is plenty there that unites us as Americans, from historical and cultural sites to memorials and museums like the Smithsonian National Museum of…
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Philanthropy includes contributions of all different kinds of offerings, including our treasure, time, talent, ties and testimony. All of these diverse ways of giving are relevant and important to fostering community strength and well-being. Time,…
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By Deb Dubin, Chief Philanthropy Officer I’m often asked for the best place to look for unbiased, honest evaluations of nonprofits and their performance. The quick answer: there isn’t one trusted place that you can…
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Charitably inclined clients often ask their financial advisors: what percentage of my assets should I be giving away each year? The simple answer: that there is no “one-size-fits-all” number, and personal choice ultimately dictates the…
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For newer philanthropists and seasoned donors seeking to make an impact, Giving Circles can serve as a terrific source of sector knowledge and insights about community needs. Giving Circles create opportunities for donors to pool…
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“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” – Warren Buffett, Chairman & CEO Berkshire Hathaway EXECUTIVE SUMMARY Private Equity’s outlook remains well-positioned despite…
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QUARTERLY LETTER “People who think they know everything are a great annoyance to those of us who do.” – Isaac Asimov, American Writer The bull kept running in the first quarter despite any number of reasons…
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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…
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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,…
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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…
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Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bolster their aspirations with sound economic principles: understanding debt, spending wisely, and not competing with one’s neighbors through excessive…