November 3 – 7, 2025Philadelphia, 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.
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Experience the rigorous Wharton wealth management curriculum in a confidential setting with other affluent families. High net-worth investors from more than 50 countries have attended this five-day program offered in conjunction with the Institute for Private Investors (IPI) since 1999.
August 18 – 22, 2025Philadelphia, 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 with critical knowledge on forming, operating, and managing family offices.
