Family learning is a critical component of successful generational wealth management. Family members who are prepared, informed, and credible tend to be contributing leaders to the family enterprise. Families with significant wealth that stand the test of time are very intentional about their family learning programs.
Moneta helps empower family members with knowledge, skills, and behaviors to enhance their lives and achieve their goals. Our clients have exclusive access to our online financial learning sessions through Moneta’s Family Education Center (FEC), which helps family members to enhance their financial knowledge, fostering wise decision-making and good stewardship.
Customized to the needs of our clients and their families, the FEC provides information intended to meet the essential interests of each generation. The online education center offers quick, easy-to-follow sessions on investing, saving, spending, estate planning, tax, and insurance, covering more than 1,200 key topics. These self-paced courses teach basic and more advanced financial concepts, enabling family members at all learning stages to better understand the foundational concepts of wealth and well-being.
To access Moneta’s Financial Education Center, reach out to your trusted Moneta advisor for exclusive access.
© 2025 Advisory services offered by Moneta Group Investment Advisors, LLC, (“MGIA”) an investment adviser registered with the Securities and Exchange Commission (“SEC”). MGIA is a wholly owned subsidiary of Moneta Group, LLC. Registration as an investment adviser does not imply a certain level of skill or training. The information contained herein is for informational purposes only, is not intended to be comprehensive or exclusive, and is based on materials deemed reliable, but the accuracy of which has not been verified.
Trademarks and copyrights of materials referenced herein are the property of their respective owners. Index returns reflect total return, assuming reinvestment of dividends and interest. The returns do not reflect the effect of taxes and/or fees that an investor would incur. Examples contained herein are for illustrative purposes only based on generic assumptions. Given the dynamic nature of the subject matter and the environment in which this communication was written, the information contained herein is subject to change. This is not an offer to sell or buy securities, nor does it represent any specific recommendation. You should consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. An index is an unmanaged portfolio of specified securities and does not reflect any initial or ongoing expenses nor can it be invested in directly. Past performance is not indicative of future returns. All investments are subject to a risk of loss. Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets. These materials do not take into consideration your personal circumstances, financial or otherwise.
