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Private Wealth Management Program

DateLocationCostCourse
May 03, 2015 - May 08, 2015Philadelphia$10,400

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), the Institute for Private Investors' Private Wealth Management Program is a five-day residential program that will help your family meet the complex challenge of wealth management education and wealth asset management.

During your stay at Wharton you will:

  • Increase your 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.
  • Have the rare opportunity to 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 Pete Sutherland by phone at +1.415.931.4400 or Ps@memberlink.net.

Impact & Experience

No matter if 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.

Potential Private Wealth Management topics of discussion 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
  • Subprime Crisis and Public Policy

Who Attends This Program

Participants are high-net-worth family investors who seek more education about how to better protect their wealth.

Faculty

  • Richard Marston

    Richard Marston, PhD

    Faculty Director

    James R.F. Guy Professor of Finance, Professor of Economics; Director, Weiss Center for International Financial Research, The Wharton School

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

Program Logistics

Tuition for Philadelphia programs includes lodging and meals. Tuition for San Francisco programs includes meals. Prices are subject to change. Program consultants are available to provide more information on course specifics and discuss how this program might meet your needs. Please contact them by e-mail or by phone at +1.215.898.1776.

Plan Your Stay

Testimonials

"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."
—Recent graduate

"Thanks so much for an incredible learning experience last week. It was a real privilege to be taught such important skills by such high-caliber professionals." —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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