Institute for Private Investors
Private Wealth Management
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
Click here to find out more about this program.