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
TI
Tamar Ioffe
Managing Director
Jason Kotik
Senior Portfolio Manager
MS
Michael Seo
Portfolio Manager, ESG & Non-ESG Equity Strategies
TH
Tony H. Chang
Private Advisor and Vice President
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
RD
Russ Degitz
Principal
Huntington University
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services