Wharton Wealth Management Thought Leadership

Wharton Executive Education creates educational experiences that transform the way investors and advisors build and manage wealth. As part of that mission, the Wharton Wealth Management Initiative supports, collects, disseminates, and conducts research focused on all aspects of wealth management. We turn our research into knowledge you can use for immediate impact. Our areas of interest include core and multi-disciplinary topics in:

  • Economics
  • Investments
  • Taxation
  • Family businesses and family offices
  • Marketing and communications
  • Trust and estate planning
  • Investor psychology and behavior

Read our new featured articles

Active vs. Passive Investing: Which Approach Offers Better Returns?
Index investing is the strategy of choice for millions of investors. But for high net worth individuals, taking an active approach to investing could be a more winning strategy. More ›

Why Asset-Allocation Decisions Are Complex – and What to Do About It
When it comes to deciding where to invest money, a high net worth investor has concerns that small investors do not. Asset allocation isn’t as simple as just picking stocks and bonds, says faculty associated with Wharton’s Wealth Management Initiative. More ›

Faculty book and special reports:


Benchmarking the Single Family Office: Identifying the Performance Drivers Download PDF

Bridging the Trust Divide: The Financial Advisor-Client Relationship

In this special report, Knowledge@Wharton and State Street Global Advisors (SSgA) look at the qualities that underlie strong advisor-client relationships and examine how expertise, ethics and empathy factor in transparency in fees. The report also includes a discussion of the SSgA-Knowledge@Wharton survey results and a follow-up focus group on investors’ attitudes about advisors. Download PDF