This article is based on our research process for our US multi family office list. The list includes the most important United States multi family offices, which manage the fortune of the wealthiest families in the country. For every multi family office, we offer detailed contact details and focus information.
In this article, we will briefly describe 3 multi-family offices based in Missouri. All of the multi-family offices discussed in this article can be found on our list of the largest US multi-family offices.
1. Matter Family Office
Headquartered in Saint Louis, Missouri the multi-family office considers itself a true family office. Matter Family Office has over $7bn of assets currently under management. The Missouri group combines its technical expertise in investments and wealth management to grow both human and financial capital. Their approach aims to provide multi-generational wealth for families and has led to a 97% client retention rate.
2. St Louis Trust & Family Office
Since its inception in 2002, St Louis Trust & Family Office has been providing financial services to complex affluent American families. The Saint Louis group currently has over $10bn of investment assets under management with a total of $12bn of total wealth. St Louis prides itself on providing sophisticated and unique financial services to families. Their approach includes risk management, estate planning, philanthropy, family governance, tax planning, and cash flow management.
3. Moneta Group
Moneta Group is one of the largest multi-family offices in the Midwest, with over $32bn of assets under management. The Saint Louis group has over 300 employees, which are based in 25 client teams which have allowed them to develop a 97% client retention rate. Moneta is targeted at ultra-high-net-worth clients and caters to their every need. Their services include comprehensive financial advice, tax, education, lifetime giving, and charity.
Image Source: Cristina@wocintechchat.com (07.03.2023)
Der Beitrag List of 3 multi-family offices in Missouri erschien zuerst auf familyofficehub.io.
