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Elizabeth Munson

Managing Director and Senior Private Advisor & Fiduciary Specialist

Rockefeller Capital Management

United States, New York, New York

About Me

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

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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

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