Regardless of whether you are transitioning leadership from one generation to another, selling a business, or simply trying to make better decisions regarding your family‘s wealth, Private Wealth Management offers a unique learning opportunity. This immersive, five-day course will give you the knowledge and the confidence needed to achieve your wealth management goals.
The program, first designed for the Institute for Private Investors (IPI), allows participants to increase their depth of knowledge in key areas of wealth management, while having the unusual opportunity to meet and work with others, who like themselves, are part of a family with substantial assets. The case study for the program is directly related to private wealth management issues and current market challenges.
Wharton faculty — led by Professor Richard C. Marston, a leading expert on international investing — apply their field-based research and the latest strategic insights to help you broaden your perspective on how to make your organization more competitive.
Session topics include:
- Performance Measurement and Manager Evaluation
- Historical Returns in Markets
- Post-Crisis Markets
- Modern Portfolio Theory
- Family Governance and Wealth Transfer
- Asset Allocation
- Hedge Funds: Evidence and Case Studies
- Wealth Management Unwrapped
As part of the core curriculum, the program places you within the Currency Family, a fictitious family with business and investment interests worldwide. You and your fellow participants will make decisions that will affect the family’s wealth and members of the family for generations to come.
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.