Our Difference

At Moneta’s Diederich Perez Family Office, you become part of our family. We have a passion for helping you navigate the complexities of your life and your wealth. We provide the flexible services of an ultra-high-net-worth boutique backed by the extensive resources of one of the largest independently owned Registered Investment Advisors in the country.

Singular Focus On Service

We’re not just managing your wealth; we’re helping shape how it will impact your future. Since we limit the number of families we work with, we deliver unmatched high-touch and personalized service that we measure against the highest standards of premier single-family offices.

Completely Independent

Not only are we experienced in working with families like yours, we are completely independent, owned solely by the partners in our firm. This lets us offer unbiased advice across a full range of investments, family financial advice on governance, and other complementary strategies while keeping only the best interests of your family in mind.

Dedicated Family Office Team

Your dedicated team is there to make sure your complete wealth needs are addressed. Your team will include experts in each service you require. They get to know you so they can anticipate your family’s needs, special requirements, and your preferred style of communication.

A Holistic Approach

We take a full-service approach, putting you in control of your integrated wealth plan. In addition to investment advice, we can oversee and coordinate all your external advisors, including your accountants and attorneys, coordinate and make suggestions to your estate and philanthropy plan, and develop a strategy to manage and minimize taxes as you move forward.

Meet Our Team