Wealth & finance International - Wealth & Money Management Awards 2015

Wealth & Money Management Awards 2015 22 Sustained Excellence in Family CFO Services - USA & Best Family Office – Missouri At Moneta Group LLC, their role is to do one thing: provide clients with customized services that take the stress and complexity out of managing personal financial affairs and giving them the freedom to enjoy the life they worked hard to achieve. We spoke to their CEO, Gene Diederich, about how they consistently fulfil this role for their clients. Company: Moneta Group Name: Gene Diederich, CEO Web Address: monetagroup.com Address: 100 S. Brentwood Blvd., Suite 500, Clayton, MO 63105 Telephone: 314-726-2300 As Family CFOs, our responsibility is to advise clients on how to manage, grow and protect their family’s assets. Investment management is obvious- ly a piece of this, but the complexities of retirement planning, estate and philanthropic strategies, tax planning, money management, risk manage- ment and business succession also require a wide range of expertise. Our clients are usually high net worth families, retirees, business own- ers, women in transition, those considering establishing a trust, philan- thropists, foundation and endowment trustees and board members, and the emerging affluent. We also have a growing Institutional business that allows us to better serve the business community by offering conflict-free, independent advice to businesses as well as qualified and non-qualified retirement plan clients. We currently have more than 250 retirement plans with $3 billion in assets. When working with clients, we view each of their goals as distinctive: like fingerprints, no two are alike. Our clients’ plans must be equally unique, and as Family CFOs, we believe our most important role is to serve as each client’s advocate. As a result, we defend, promote and protect their interests and personalize our relationship with them to ensure that their specific needs are met beyond their expectations. Our core values guide all of our practices and decisions: We are passionate about what we do In everything we do—for our clients, our community and our col- leagues—we are committed to challenging the status quo: ‘good enough’ is never good enough. We collaborate with external experts, our partners and our clients, constantly evaluating our advice and services. We act only in our clients’ best interests Our unwavering commitment to exacting and ethical standards guides all our decisions and practices. We deeply value our clients’ confiden- tiality, we respect our clients’ other advisors and we seek to act with integrity in all our actions. We deliver ‘Raving Fan’ service We promise a lot and deliver more. Our clients and their goals are singularly important, and we are committed to providing exceptional service. A superlative staff of talented people is in place to support a system committed to these values, ones which govern every aspect of our practice. At Moneta Group, a dedicated team of principals, professional consul- tants, department heads and client service managers provide the ‘Raving Fan’ service our clients expect and deserve. Our principals are entrepre- neurs, employing a group of talented individuals whose job it is to help their clients negotiate the intricate and complicated issues that having wealth often creates, allowing them to pursue the life of their dreams. All of Moneta’s principal teams are supported by an onsite professional ser- vice platform, which includes accounting, investments, human resources, marketing and communications, information technology and operations. Furthermore, our firm was recently named one of the Top Places to Work in St. Louis for the second year in a row as well as to the Best Places to Work in St. Louis list. We are just as dedicated to providing ‘Raving Fan’ service to each other as we are to our clients. We owe this award to our stellar staff, and all 240 employees have an unwavering commitment to going above and beyond for their clients and their teams. Without the people that make up Moneta Group, we would not be where we are today.