Moneta Group LLC - Family CFO, Investments, Cash Management, Philanthropy, Income Tax Services, Education Planning

Moneta Group is a Financial Planning and Consulting Firm located in Clayton, MO.

Cash Management
Income Tax Services
Investments
Education Planning
Executive Benefits
Retirement
Risk Management
Estate Planning
Philanthropy

Philanthropy

For many Moneta clients, one of the greatest joys of accumulating wealth is using it to help others. Moneta Group clients are generous in supporting a wide variety of causes. Together with your advisor, you will explore your charitable intents and develop a plan to realize your goals. To maximize a family’s ability to give, your Moneta Family CFO helps you plan the most effective means of transferring wealth to charitable organizations. Whether you select donor advised funds, create a charitable trust, a family foundation or any number of other solutions, Moneta can help you. As always, philanthropic recommendations are made with complete objectivity and offered within the context of your tax and overall financial situation.