A Passion For Service
to Our Clients

DIEDERICH PEREZ FAMILY OFFICE

Diederich Perez Family Office

Our team of family office specialists leverages their extensive experience in serving the complex needs of families with significant wealth. We believe in challenging the status quo and partnering with families to effect positive change for generations.

Get to Know Diederich Perez Family Office

A Heritage of Independence and Trust

The Diederich Perez Family Office is part of Moneta, the largest independently owned registered investment advisory firm in the country, with over $50 billion in assets under management and clients across the country. As a firm that is 100% partner owned, a fee only fiduciary, and with no proprietary investment product, we are dedicated to our mission of providing objective, transparent, and client-first services. We are a specialized team that focuses exclusively on partnering with a select number of families with substantial wealth. Through Moneta Trust Company, we are able to act as trustee for your estate, including corporate trustee, co-trustee, and successor trustee services.

Is a family office right for your family?

A family office can give you the peace of mind that the issues most important to you are being carefully attended to, so you can focus on living your life with purpose.

  • Is the management of your financial and tax affairs conducted in a smooth, seamless and time-efficient manner?
  • Is your investment portfolio being appropriately managed and reported on, accessing both traditional and non-traditional opportunities?
  • Is your estate plan structured to facilitate a tax-efficient transfer of your wealth to your heirs?
  • Is the next generation prepared to handle the responsibilities and opportunities that come with substantial wealth?
  • Is your current advisor providing you with clear, comprehensive communications, reporting, and service so that you always know where your plan and investments stand?
Learn More About Us

Sophisticated Solutions

You benefit from a full range of solutions, thoughtfully selected by our team of family office experts, who leverage their experience in serving families like yours. Also, we coordinate with your outside advisors to provide comprehensive guidance and services that considers your complete financial and personal needs.

Recommendations as Individual as Each of Our Clients

We deliver customized solutions that align with your goals and objectives from estate planning, business succession, charitable giving, and income tax minimization to concentrated holding strategies and risk management.

Unique Investment Opportunities

Our Chief Investment Officer and research staff deliver specialized private investment solutions as well as other investments to create a customized portfolio designed to achieve your objectives.

Family Engagement and Education

Our family governance and education processes are organic, hands-on, and personalized to help sustain your core values and wealth across generations.

Everything Your Family Needs

We provide concierge, bill pay, and bookkeeping services, and financial management services to address your needs and help your financial life run smoothly.

For a Confidential Consultation Contact Us Today

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