Trusted wealth advisory for families
and sophisticated clients
Core Services
Comprehensive wealth management solutions designed for privacy and performance.
Discretionary Portfolio Management
Multi‑asset allocation built from equities, ETFs, bonds and optional satellite sleeves (trend following strategies, hedging). Active risk monitoring, tactical rebalancing and quarterly performance review.
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
Phased deployment and optimisation of legacy assets.
Continuous Stewardship
Daily oversight, adaptive trades, quarterly reports, ad‑hoc strategic reviews.
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 that provides services exclusively to non‑U.S. persons.
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Robust AML, KYC and OECD‑aligned procedures underpin every mandate.
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Client assets remain at tier‑one global 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.
About Our Firm
Expertise and vision driving independent wealth management.
Morena Private Office LLC is a boutique investment firm specializing in wealth management for sophisticated clients. 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.
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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Families 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.