Our
Team

Erika Munson

Controller & Family Office Services

t: 310.388.0018|

Erika Munson serves as Controller & Family Office Services at InnoVise Family Wealth Advisors. Erika is a seasoned finance professional with over ten years of experience in family office, private investment firm, and tax accounting, specific to ultra-high-net-worth and multigenerational families.

Erika has worked for two ultra-high-net-worth family offices providing specialized solutions for day-to-day accounting services including, but not limited to accounts payable, accounts receivable, processing and posting payroll, posting of journal entries, processing partnership capital calls and distributions, vendor management, monthly reconciliations, and the preparation of internal financial statements for accounting, investment, and tax purposes.

Erika holds a Bachelor of Arts in Economics/Administrative Studies with an emphasis in Financial Accounting from the University of California, Riverside, and a Master of Accountancy from University of Phoenix. She is also currently enrolled in courses to prepare for the CPA exam.

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InnoVise Family Wealth Advisors

t: 310-388-0018

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