Marietta Luellen, J.D., CAP®

Managing Director, Family Office

Marietta Luellen serves as Managing Director of Family Office and is responsible for the development, growth and leadership of Family Office Services. Marietta is an accomplished professional with more than 30 years of experience covering estate planning, estate administration, wealth management, and trust services.

As Managing Director of Family Office, she focuses on addressing the unique needs of high-net-worth and ultra-high-net-worth families, advising on lifestyle, cash flow, estate and wealth transfer, tax, and philanthropic matters, while upholding the integrity of the client value proposition.

Holding both a Bachelor of Science from Colorado State University and Juris Doctor from Pepperdine University, Marietta has also achieved the Certified Advisor in Philanthropy (CAP®) designation. Furthermore, Marietta is a Nebraska Bar Foundation Fellow and is active in the Nebraska State Bar Association, the Omaha Estate Planning Council and serves on the Phoenix Academy Board of Directors.