How will the smartest families rise to the challenge of wealth in transition?
The Private Wealth Management Program will be held on:
• Aug 10-15, 2008 At capacity - wait list only
• May 3-8, 2009
• August 16-21, 2009
(Note: This particular program is for investors only.)
Wealth in transition comes to families in many forms. It may arrive predictably, or suddenly. Preparedness is a major concern for all families with substantial assets.
Many families find that investment decisions are difficult to make, especially after a family has sold a business or when younger family members are first asked to help make decisions about a family's portfolio. Few resources have been available to help families meet the complex challenge of wealth management education. In response to this need, Wharton and the Institute for Private Investors have developed a way for the next generation to gain the foundation of knowledge necessary to oversee substantial private wealth. In collaboration with the Institute for Private Investors, The Wharton School offers Private Wealth Management, a five-day residential program held twice annually at the University of Pennsylvania.
The program, which was designed for IPI, allows participants to increase their depth of knowledge in key areas of wealth management, while having the unusual opportunity to meet and work with others, like themselves, who are part of a family with substantial assets. The case study for the program is directly related to private wealth management issues.
Participants
Class size is limited to 30 to allow for open and in-depth interaction. Candidates are selected on their ability to both benefit from, and contribute to, the program. Each candidate must complete the application form.
IPI performs no due diligence on investment products or firms and does not recommend the products presented. Members should perform their own extensive due diligence.
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