Trust Services

One trusted relationship to manage a lifetime of assets

Our holistic relationship with you as your Family CFO positions us best to execute your wealth transfer plan.

Moneta Trust helps ensure the goals you’ve defined with your advisory team are carried out with precision when it matters most. As your corporate trustee, we deliver fiduciary estate management, streamlined distributions to the next generation, and oversight that align every decision with your intent.

Why Trust Services at Moneta?

A seamless bridge from planning to execution

Trusts should do more than hold assets. They should uphold your wishes. Because Moneta knows your plan intimately, our trust company is positioned to execute your wealth transfer and ongoing administration with clarity, continuity, and care.

  • Aligned to your intent: Decisions and distributions guided by your documented wishes.
  • End-to-end coordination: Tight integration with your Family CFO and advisory team.
  • Built for complex wealth: Capable oversight of both liquid and illiquid assets.

Find your Family CFO now

What we do

Comprehensive trust capabilities

Corporate trustee

Confidence in a single-source corporate trustee for liquid and illiquid assets, designed to administer your trust as intended.

Fiduciary estate management

From documentation to distributions, we simplify complex tasks and help ensure continuity during life transitions.

Trust distribution services

Clear, timely, and compliant distributions coordinated with your advisory team for a smooth beneficiary experience.

Trust Alignment & Oversight

Nuanced, day-to-day decisions made in harmony with your stated goals and governing documents.

How it works

Our process, from intent to implementation

  1. Discovery and document review

    We align your goals and review trust instruments.

  2. Coordination with your advisors

    Synchronize with your Family CFO and estate attorney.

  3. Onboarding

    Establish accounts and custody for trust assets.

  4. Administration and distributions

    Execute trustee duties with prudent oversight and timely distributions.

  5. Ongoing reporting and reviews

    Transparent communication and periodic alignment with your evolving needs.

Where Moneta Trust fits in your plan

Integrated with your Family CFO

Your Family CFO leads the strategy. Moneta Trust executes the trust-specific duties with a fiduciary lens. Together, we help ensure planning, investment management, and trust administration move in lockstep, so your legacy is preserved and protected.

What makes Moneta Trust different

Designed for clarity, continuity, and care

One trusted relationship

The same firm that helped you define your goals is equipped to carry them through, minimizing friction for your family.

Built for a generational wealth transfer

Moneta Trust launched in 2021 to meet rising demand from our multi-gen clients who needed a solution for their families.

Regulated and credible

Moneta Trust is chartered under Kansas statutes as a non-depository retail trust company and regulated by the Kansas Office of the State Bank Commissioner.

Quotes from Moneta and media

As seen in top industry publications

Because we are often in the driver's seat with clients as they design their wealth transfer plan, we have intimate knowledge of how to execute it in a way that is best for their families, and now we can do so with the resources of Moneta Trust.

— Gene Diederich - Moneta Partner

Family Wealth Report