Unlock the Future of Wealth Management Family Office Wealth Management Programs A massive intergenerational wealth transfer — the largest in history — is underway. Elevate your expertise with Wharton’s portfolio of Family Office programming, designed for financial professionals and ultra-high-net-worth families to secure and enhance their legacies. These programs distill cutting-edge financial research into real-time knowledge that wealth managers, family office executives, and ultra-high-net-worth families can leverage as they prepare for the future. NEW Family Wealth Management: Advanced Financial Strategies Oct. 28 – Nov. 4, 2024 Philadelphia, PA A 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. Learn More » NEW Wharton Family Office Program: Balancing Family Harmony and Financial Prosperity Jan. 13 – 17, 2024 Philadelphia, PA In 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. Learn More » Request a Consult. Please contact a dedicated member of our Client Relations team who can answer any questions and provide you with a personalized consultation. +1.215.898.1776 or email.
