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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

    Faculty 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


“I would readily recommend this Wharton experience hands down and with no, no hesitation. Our class was the recipient of 10 years of practice and refinement for this program. In addition there was value added due to our current economic situation.… The money that our family spent was well invested.”
— An August 2009 participant


“Thank you for the challenging, stretching and ultimately rewarding educational experience of the Wharton Private Wealth Management Program. As you know, there is absolutely a need for the program you have created. One of the best features is that it is a comprehensive look at all of the major concerns in private wealth management, and thus clears up the question, ‘Is there anything I have forgotten to consider?’ Thank you.”
— A May 2008 graduate


“I need to tell you how profound this past week was. I could never have predicted it was going to be the way it was, and it was such a great experience for many of us. Even if we go home and quickly disappear into our lives, I just know there is much that happened on such a deep level that it will persist for many years. In fact, I think many lives will end up being affected, in very positive ways. (For example, one of my peers may finally have a family meeting with his estranged sister and parents, a meeting he couldn't even dream of having before this week — and we role played with him in the bar until the wee hours, using what we learned with the behaviorists.) So thanks.”
— A May 2007 graduate


“The Wharton program was out of this world. I loved everything about it — the quality of the instructors, the fact that it really fills a void, the interaction with the other participants, and spending a week with my family. Frankly, I found it so beneficial that I want to do it again.”
— An August 2006 graduate


“[Wharton] was basic enough for the nonfinancial family members and an excellent refresher course for those with extensive financial backgrounds. It also touches on nonfinancial issues faced by families of wealth that are often overlooked in courses of this type, which can help the nonfinancial and the financially trained members of a family understand each other better.”
— A 2006 graduate


“The best investor education I know is to attend the Wharton program. We have sent all of our children AND their spouses. It has been a home run for our family. Even my art-loving daughter-in-law now wants to know how the managers are doing and what changes are being made in the asset allocation.”
— A 2004 graduate

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