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Private Wealth Management Program

May 08, 2016 - May 13, 2016Philadelphia, PA$10,500
Jul 31, 2016 - Aug 04, 2016San Francisco, CA$10,500

Tuition for Philadelphia programs includes lodging and meals. Tuition for San Francisco programs includes meals.

Program Overview

Whether the wealth arrives predictably or suddenly, many families find financial decision making to be a major challenge. A joint effort between Wharton and the Institute for Private Investors (IPI), Private Wealth Management is a five-day residential program that will help your family meet the complex challenge of wealth management education and wealth asset management.

Participants in this program will:

  • Increase their depth of knowledge in key areas of private wealth management
  • Learn the latest thinking in modern portfolio theory, global markets, asset allocation, family governance, and manager selection
  • Meet and collaborate with others who are also part of a family with substantial assets and have the need for family asset management

For more information about this program, contact the Institute for Private Investors by phone at +1.212.693.1300.

Impact & Experience

No matter whether you are transitioning leadership from one generation to another, selling a business, or simply trying to make better decisions regarding your family’s wealth, this immersive, five-day course will give you the knowledge and the confidence needed to achieve your wealth management goals.

This distinctive Wharton experience uses class lectures, interactive casework, and participants’ personal experiences to increase your depth of knowledge in key areas of wealth management and prepare you to apply it to your own situation.

Topics of discussion may include:

  • History of Financial Markets
  • Asset Allocation
  • Portfolio Theory
  • Evaluation of Investment Managers and Wealth Management Advisors
  • Alternative Investments
  • Family Governance and Wealth Transfer
  • Real Estate
  • Decision Making

Who Attends This Program

Private Wealth Management is ideally suited for the following type of investors:
  • Family members whose family is in transition from illiquid to liquid assets
  • Financially sophisticated individuals who seek a more disciplined strategy for today's financial markets
  • Families whose leadership is shifting from one generation to the next
  • Individuals seeking a current and rigorous curriculum on wealth management


  • Richard C. Marston, PhD

    Academic Director

    James R. F. Guy Professor of Finance, The Wharton School

    Research Interests: Foreign exchange risk management, international asset pricing, international investmentsSee Faculty Bio

  • Charlotte Beyer

    Fellow of the Aresty Institute, The Wharton School; Founder, Institute for Private Investors

    See Faculty Bio

  • Jeffrey F. Jaffe, PhD

    Associate Professor of Finance, The Wharton School

    Research Interests: Corporate finance, investments, money management, and the effects of information on the behavior of security pricesSee Faculty Bio

  • A. Craig MacKinley, PhD

    Joseph P. Wargrove Professor of Finance, The Wharton School

    Research Interests: Asset pricing models, behavior of futures prices, econometric modeling, stock market behaviorSee Faculty Bio

Program Logistics

Tuition for Philadelphia programs includes lodging and meals. Tuition for San Francisco programs includes meals. Prices are subject to change. Contact a member of the Wharton Executive Education Client Relations team for more information on course specifics and to discuss how this program can meet your professional development needs. Please contact them by email or by phone at +1.215.898.1776.

Plan Your Stay


Matthew Bradfield

“I came to Wharton at a time when I was very involved in restructuring my family office, and dealing with beneficiaries, who range from sophisticated investors to people who don’t know what a private placement is. I wanted to see if the Private Wealth Management program (PWM) was appropriate to start sending our younger beneficiaries to in order to give them a background education on investing and wealth management.

People often feel out of their depth when dealing with wealth, and I think that the PWM course brings a tremendous amount of comfort in understanding that it’s not all just financial speak. The course builds a fantastic baseline for understanding financial terms and appraisal metrics, and will allow family members to think in a financial way when they never had the predilection to before and will help them become more involved and more engaged in our family’s investment strategy long term.  I intend on advising several next-gen beneficiaries on attending the PWM course.”

Wharton also helped me simplify how I present financial concepts to beneficiaries. Having a more simplified evaluation of terms will allow me to communicate in a much clearer way when I talk about risk, market dependency and other concepts. I am looking forward to taking additional Wharton programs to help me put into practice new funding models, including our direct investment approach at Saviva Capital.“
— Matthew S. Bradfield, Executive Chairman, Saviva Capital LLC., Boston.

Rafael Escalante

 “Wharton’s Private Wealth Management helped me relate to issues that are common to ultra-high-net-worth individuals who are my clients in my role as a financial advisor and family office manager. I benefited from Wharton’s world-class lectures, which integrated the negotiation issues related to conducting family business, with the quantifiable side of the financial aspects of running a business. The logistics of the seminar were great – from the food and the accommodations to the intensive programming set against the backdrop of one of my favorite cities, San Francisco.”
Rafael Escalante, Director of Batis Corporation Family Office Services, Mexico City.

“I have two investment advisers who manage my assets, and I wanted to have a better understanding of how the investment management process works. This program opened my eyes on how to be consistent in my approach using portfolio diversification, asset allocation and other tools. Diversification is key [as is] the importance of tax impact, fees, manager selection and performance. Those issues were on my radar before I came to the program, but Wharton did a fantastic job of going deeper and explaining how to measure the impact of these various components on the assets.

Since taking this program I was able to work with my advisers to reallocate the portfolio toward tax-efficient investing and select the right set of managers. It also gave me enough confidence to start investing on my own. I have carved off some portions of my portfolio, and I'm actually managing it myself.

This is an ideal program for people new to investing and also those second-and third-generation families that have in-house expertise. The class covered advance topics but went at a pace where people with some investment knowledge could also benefit.”
Ravi Chandran, private investor, Illinois

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