Private Wealth Management Program

Introduction

The Wharton School

Faculty

Program Format

Nomination form

Schedule

>  Evaluation

Graduate Profile

Pre-Reading


Pre-Reading

Attendee’s Overall Rating of the Program
On a scale of 1 to 5 (with 5 being excellent)*

*From August 2002 to November 2004, attendees rated on a scale of 0 to 4 (with 4 being excellent).
Those scores were shifted up to a 1 to 5 scale for the purpose of this chart.

ÒNew, great contacts. More ammunition (tools) to help move the family along and open dialogue. Confidence in financial analysis.Ó

ÒI have never been to another session/educational program at which 100% of the speakers were relevant and extremely worthwhile!Ó

ÒI have developed a much better ability to work with my advisors towards achieving my goals and understanding the process.Ó

ÒNew, good friends and contacts around the world. Good ideas for my personal financial.Ó

ÒBetter idea of what to do with family. Learn to recognize human and intellectual capital in family.Ó

ÒWill help to enrich the family dynamic in addition to enabling us to be more effective financially.Ó


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