> Raphael Amit, PhD Marie and Joseph Melone Professor; Professor of Management, The Wharton SchoolResearch Interests:Entrepreneurship, family business, venture-capital financing About Raphael Raphael (“Raffi”) Amit is the Marie and Joseph Melone Professor and a Professor of Management at the Wharton School. Dr. Amit founded and leads the Wharton Global Family Alliance (WGFA), a unique academic-family business partnership established to enhance the marketplace advantage and the social wealth creation contributions of enterprising families through thought leadership, knowledge transfers and the sharing of ideas and best practices among influential global families. Dr. Amit holds B.A. and M.A. degrees in Economics and received his Ph.D. in Managerial Economics and Decision Sciences from Northwestern University’s Kellogg Graduate School of Management. Dr. Amit’s current research and teaching interests center on family business management, governance, and finance, on Family wealth management, on venture capital and private equity investments, on entrepreneurship, on the design of innovative business models and on business strategy. He has published extensively in leading academic journals and is frequently quoted in a broad range of practitioner outlets. Dr. Amit’s award winning research on family firms, which centers on issues that relate to ownership, management, control and governance of family businesses, on wealth management, and on family offices is widely cited. He has been working with substantial families around the world on such issues as creating governance systems for families and their businesses, succession, valuation, wealth management, the formation of a family office, and more. Overall, the work of Dr. Amit with families integrates the behavioral and emotional issues that characterize the life of each family, with the economic and financial issues that must be addressed to sustain family harmony and happiness alongside with the long-term prosperity of the family enterprises. Professor Amit has held a range of management and Board of Directors positions in various companies. He served as Chair of the Board of Directors of Creo Products Inc. for 6 years. (NASDAQ: CREO. In May 2005 it was acquired by Kodak.) Professor Amit has helped form the Korean Global IT Fund, a $100 million VC fund and has served as the first Chairman of the KGIF Advisory Board. He has served on the Board of Directors of Alvarion Ltd. a wireless communication equipment company, and has been a member of the Audit and Compensation Committees of Alvarion. He has also served as the only external director of a private family owned and controlled firm in Hong Kong. Dr. Amit currently serves on the Board of Directors of a global family-controlled firm where he chairs the audit committee and advises numerous private and publicly held family-controlled businesses, on a broad range of strategic, governance and financial issues. Read full faculty bio on Wharton websiteExecutive Education Programs TaughtFamily Wealth Management: Advanced Financial StrategiesCo-Academic DirectorA historic intergenerational wealth transfer of $84 trillion is underway. This period presents a unique opportunity for wealth advisors to enhance services for family offices and ultra-high-net-worth clients. This program offers advanced strategies to manage financial assets while addressing diverse family needs, empowering advisors to capitalize on a growing market. Wharton Family Office Program: Balancing Family Harmony and Financial ProsperityCo-Academic DirectorIn a dynamic financial era, ultra-high-net-worth families must create enduring legacies. Establishing or joining a family office helps preserve and grow wealth while maintaining harmony. Wharton Family Office Program empowers families and advisors with critical knowledge on forming, operating, and managing family offices.