Elizabeth “Liz” Munson serves as a Managing Director and Senior Private Advisor & Fiduciary Specialist in the Rockefeller Global Family Office. She is a member of the firm’s Management Committee. She specializes in advising high-net-worth individuals and families, particularly in trust and estate planning and philanthropic matters. Prior to joining Rockefeller, Liz was a partner in White & Case’s Private Clients Group, where she practiced from 1983 to 2001. In her law career, she focused on providing tax and estate planning for high-net-worth families, foundations, endowments, and nonprofit organizations. She also advised the Private Clients Group at several leading banking instit
Elizabeth Munson
Managing Director and Senior Private Advisor & Fiduciary Specialist
Rockefeller Capital Management
United States, New York, New York
About Me
Profile Information
Managing Director and Senior Private Advisor & Fiduciary Specialist
Rockefeller Capital Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
Jan 9, 2025
More profiles to browse
Jackie Klaber
Managing Director and Head of Direct and Co-Investments
Colin Quinn
Wealth Manager, Vice President
BW
Barry Wintner
Managing Director & Head of Markets Portfolio Strategy
DH
David Harris
Chairman & Senior Portfolio Manager - Rockefeller Asset Management
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PG
Patricia Gee
Operations
Manhattan Family Office