"Tracey's education experience will complement our efforts to help our client families prepare succeeding generations for the wealth that will likely follow. This service is especially important given the fact that the estate tax exemption for couples has increased to $10 million for the next two years," Joan Malloy, founder and managing partner, said.

Malloy co-founded and was president of the St. Louis Trust Company before starting Greenway Family Office in May of last year.

Marshall will work with the firm's partners to develop and implement individualized philanthropic strategies for each of the company's client families. In addition, she will research, assess and evaluate charities and establish a best practices process. Long-term, she will create a program designed for next generation family members regarding wealth education and family governance.

Greenway is a registered investment advisor and caters to individuals and family groups whose net worth exceeds $25 million.