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Faculty
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Program Format
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Schedule
Program Dates
The Private Wealth Management Program will be held on:
• August 13-18, 2006
• November 12-17, 2006
Program Format
Through class lecture and interactive case work, participants will 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. As part of the core curriculum, the Private Wealth Management 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.
The Currency Family
The Currency Family is a family participants will recognize and identify with immediately. The family confronts changes as the patriarch retires from the operating business and the next generation assumes more leadership. The family's investments need attention both in terms of asset allocation and manager selection. At a meeting of the family, they will address asset allocation, rebalancing, risk measurement, investment policy, manager selection, evaluation and monitoring.
In small teams, participants will address each of the varied challenges facing the Currency Family, make their recommendations and at the conclusion of the program, present their solutions to the entire class.
Key Issues Addressed
The use of a "living" case study compels participants to come to terms with a wide range of investment issues that directly impact all families having significant wealth. Although the Currency Family is fictitious, the issues confronting them are real. Participants will call upon both their own experience, as well as knowledge gained during the week, to solve the problems presented. Learning is enhanced by the continual exchange among participants who have a common bond — that of the responsibility of significant wealth.
Who Should Attend
- Family member whose family is in transition from illiquid to liquid assets
- Financially sophisticated individuals who seek a more disciplined strategy for their investments
- Families where leadership is shifting from one generation to the next
- Individual seeking a more rigorous curriculum on wealth management issues
Nominations for the Private Wealth Management Program
Potential candidates for the Private Wealth Management Program should complete the nomination form. Wharton and the Institute for Private Investors will review the nominations and notify candidates within two weeks. Those accepted are sent a confirmation letter, hotel reservation confirmation, and registration materials.
The Institute performs no due diligence on investment products or firms and is not recommending the products presented. Members should perform their own extensive due diligence.
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