Moneta

We’re gathering a select group of women in the Bay Area for an intimate conversation about how wealth can be more than preserved—it can be directed with intention.

This isn’t a lecture. It’s a forum—created for women who want to feel more connected to their family’s financial decisions, who are curious about the power of impact investing, and who are thinking beyond the next generation.

We’ll explore what it means to invest through the lens of family legacy, with a focus on practical strategies that align capital with values—whether that means philanthropy, sustainability, or entrepreneurial ventures within a family.

You don’t need a background in finance—just an interest in learning, sharing, and being part of a meaningful conversation with peers.

By Invitation Only

Date: October 2nd, 2025

Time: 10:30 AM

Location: The Metropolitan Club of San Francisco

640 Sutter St., San Francisco, CA 94102

RSVP

Please submit your RSVP by Thursday, September 18th.

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