Moneta Group

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High Net Worth Families You probably didn't think of a downside to your financial success. But the complexities of ensuring that your legacy will endure can be staggering. How do you decide who gets what—and how much? Are 'fair' and 'equal' the same when it comes to estate planning? How do you make sure that your heirs—and not the tax collector—reap the benefit of your achievements? Raising kids who value what you value can be a challenge when they haven’t had to face the difficulties you have had to overcome.

Whether managing retirement plans, building business succession plans, providing tax services or assisting with executive compensation arrangements — we are proud to provide top-notch, creative answers and advice for our business clients with institutional consulting needs.

Headquartered in St. Louis, Missouri, Moneta Group provides “Family CFO” services to a select group of successful families. Founded in 1905, the firm’s primary role is serving as their clients’ advocate ? while helping them negotiate the many complexities encountered in managing their complex financial affairs. Advice is provided across a broad range of topics including investment management, retirement planning, estate planning, risk management, business succession planning, income tax planning, employee compensation planning and education funding.

We promise a lot and deliver more. Our clients and their goals are singularly important, and we are committed to providing exceptional service. A superlative staff of talented people is in place to support a system committed to these values, ones which govern every aspect of our practice.

Seemingly small changes in the tax code can significantly impact many areas of personal finance, including how much you keep in your pocket. That’s why Moneta Group has established Tax Strategies, a dedicated team of tax professionals whose job it is to keep abreast of changing tax law and how it impacts your financial future. These experts provide proactive tax planning solutions and preparation services through innovative ideas and expert, timely advice.

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