Institute for Private Investors
In collaboration with the Institute for Private Investors, Wharton's Private Wealth Management program offers high net worth investors the latest thinking in modern portfolio theory, asset allocation, family governance, and manager selection. This five-day program offers fundamental wealth management theory and is essential for families who are transitioning leadership from one generation to the next.
Contact: Libby Bassett at +1.212.693.1300
Find out more about the Private Wealth Management Program.