Trusted wealth advisory for global clients
and sophisticated investors
Core Services
Comprehensive wealth management solutions designed for privacy and performance.
Portfolio Advisory With Optional Trade Execution
We design and maintain an investment strategy that fits your goals and risk profile. Our role is to research, build and adjust your portfolio. You decide which recommendations to accept and you approve every change. If you wish, you can ask us to help place agreed trades in your own custodian account. This execution support is available to clients with portfolios from 125 000 EUR. Ownership and final decisions always stay with you.
Multi‑Institution Wealth Structuring
Design and oversee bank & brokerage architecture across multiple domiciles—co‑ordinating with the client's external tax counsel to ensure custody diversification and seamless consolidated reporting.
Asset‑Protection & Privacy Planning
Guidance on jurisdictions, holding vehicles and information‑shielding structures that minimise registries, public filings and automatic data exchange.
Investment Migration & Mobility Advisory
Collaboration with licensed partners to secure residency‑ or citizenship‑by‑investment options aligned with the client's tax, travel and lifestyle priorities.
Our Process
A structured approach to wealth management that ensures clarity and alignment.
Discovery Call
Confidential discussion of objectives, values and horizon.
On‑Boarding
KYC/AML, risk‑profile, mandate agreement, custody set‑up.
Blueprint
Written allocation ranges, draw‑down limits, liquidity buckets.
Implementation
Your account is opened directly in your name at the chosen custodian. We translate the agreed strategy into a clear list of trades. You can place the orders yourself, or, if your portfolio meets our 125 000 EUR minimum for execution support, you may ask us to place the same orders on your behalf under a narrow execution mandate. You remain the account owner and you see every position and every trade in your own login.
Continuous Stewardship
We monitor markets, your portfolio and your life situation and suggest adjustments when needed. You review our proposals and decide what to implement and when.
Client Perspectives
The confidentiality of our clients is paramount. These anonymous testimonials reflect genuine client experiences.
"I used to keep money in lots of different products and never knew where I stood. Morena helped me simplify the structure, and thanks to how the portfolio is now set up, I no longer expect to pay capital‑gains tax. When the market dropped by double digits in March and April, my account was almost unchanged. That peace of mind is worth every fee I pay."
Managing Director
Multinational Construction Group
"My son introduced me after he saw how hard my bank pushed me to buy things I didn't want. From the first chat I felt heard. We talked about my real goals and how much risk I can accept. No sales talk, just honest advice I understand. For the first time I know exactly what my money is doing."
Senior Marketing Expert
European Banking Group
"Legal language is my daily work, yet investment jargon often felt worse than reading case law. Morena translated every idea into plain language, reviewed my portfolio line by line and confirmed that many of my existing investments already fit my goals. We made a few smart changes, freed up some cash I can now access anytime, and uncovered hidden costs. I finally see how everything works together and feel confident that my decisions make sense."
Former Judge
Supreme Court of the Slovak Republic
Governance & Compliance
Robust frameworks that protect clients while enabling sophisticated strategies.
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Morena Private Office is a U.S.‑organised advisory firm providing comprehensive wealth management services.
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Robust AML, KYC and regulatory compliance procedures underpin every mandate.
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Client assets remain at regulated custodians under direct client control.
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Communications are end‑to‑end encrypted; sensitive documents move via secure portals.
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Morena Private Office does not provide tax advice; clients engage their own tax counsel.
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Morena Private Office provides non discretionary investment advisory services. Clients retain full ownership and ultimate decision making authority over their accounts. Any trade execution support, available only to clients who meet our 125 000 EUR minimum for this service, is provided on a limited and revocable basis and never includes authority to transfer or withdraw client assets.
About Our Firm
Expertise and vision driving independent wealth management.
Morena Private Office LLC is a boutique investment firm specializing in cross-border wealth management for global clients and sophisticated investors. Founded on the principles of independence and transparency, we operate free from the constraints of commission-driven brokerage models to deliver truly independent, globally-connected advice without product bias or sales pressure. Our team personally designs and oversees every client mandate with meticulous attention to detail.
Access by Introduction or Request
We accept new relationships only through trusted introductions or direct requests from prospective clients. Every mandate is undertaken by mutual agreement, ensuring confidentiality and selectivity.
Ideal Client Profiles
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Established professionals seeking a clear, tax‑efficient investment strategy without product complexity.
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Experienced investors who value direct portfolio oversight and transparent risk management.
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Private investors seeking an outsourced "personal CIO" without the overhead of a full‑scale single‑family office.
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Global individuals requiring robust asset‑protection and strategic mobility options.
Engagement size: determined during discovery; suitability is driven by mindset, complexity and intent rather than a fixed asset minimum.