Family Office
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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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By Kelly Moore, Vice President of Estate Planning and Trust Services Being named as Personal Representative can often appear overwhelming, particularly if you are still in the grieving process, and it is best to understand…
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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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Aoifinn Devitt – Chief Investment Officer As we await the start of the third quarter earnings season, it is clear that there is likely to be considerable dispersion among sectors. Energy stocks are expected to…