Who Should Attend

The Stanford Wealth Management program has been designed for:

• Individuals and families who are facing or have experienced a substantial liquidity event.
  
  
• Individuals and families with inherited wealth.
  
  
• Individuals and families who are seeking a rigorous academic program to help them manage their wealth.
  
  
• Individuals who wish to consider the nexus between wealth and values and to examine the effects of wealth on their goals and priorities.
  

Ideal candidates should have complex portfolios that exceed $20 million of investable assets. Applicants need not be members of the Institute for Private Investors. The program limits class size to allow for open and in-depth interaction among participants. Candidates will be selected on their ability to both benefit from, and contribute to, the program. Potential candidates for the Wealth Management program should notify the Institute for Private Investors of their interest in the program.

For additional information, please contact IPI:

San Francisco office: 415 931-4400
New York office: 212 693-1300
Email : wealthandvalues@memberlink.net.