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 (WMI) 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 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 WMI. More »

Participants in classroom

Faculty books and special reports:

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

Interested in learning more about educational solutions for your wealth management firm? Please contact:

Jennifer Gers
Director, Financial and Professional Services
+1 215.573.0864