ONE TRUSTED RELATIONSHIP
TO MANAGE A LIFETIME OF ASSETS
Moneta Trust ensures that the long hours we have worked with you to clarify your goals are carried through when it matters most. Our wholistic relationship with you positions us best to execute your wealth transfer plan. We not only fully understand your vision, but we also have the resources to assist with the other necessary tasks in transferring wealth that can seem particularly daunting during times of transition.
We added this service for our clients to meet the expected demand of the large transfer of wealth over the next 25 years.
Moneta Trust launched in May of 2021 in our Mission Woods, KS office with services now available to all our clients nationwide.
Fiduciary Estate Management
CORPORATE TRUSTEE
TRUST DISTRIBUTION SERVICES
When it’s time to execute your trust,
Moneta Trust works closely with your financial advisement team to simplify the process for you.
TRUSTED ALIGNMENT
With Moneta Trust’s oversight, you can be assured the nuanced decisions that may have to be made for you align with your intent.
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© 2021, Moneta Trust. Moneta Trust is chartered pursuant to Kansas statutes as a non-depository retail trust company and regulated by the Kansas Office of State Bank Commissioner. Moneta Trust is a wholly owned subsidiary of Moneta Holding Corp. which itself is a wholly owned subsidiary of Moneta Group, LLC. All rights reserved. Advisory services are offered through Moneta Trust’s registered investment advisor affiliate Moneta Group Investment Advisors, LLC, a wholly owned subsidiary of Moneta Group, LLC.