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Moneta Group Overview
Type
Family Office - Multi
Year Founded
1869
General Information
Moneta Group is a multi-family office headquartered in St. Louis, United States. Founded in 1869, the firm traces its roots to a 19th-century insurance brokerage that evolved into one of the nation’s earliest financial-planning practices. Partner-owned advisors oversee substantial multigenerational wealth, offering fiduciary advice, tax and estate planning, private markets access, and an in-house trust company that simplifies intergenerational transfers—delivering integrated investment and family office solutions.
Contact Information
Website:
Website:
https://monetagroup.com/
Year Founded:
1869
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
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