Wharton Private Wealth Management Program

How will the smartest families rise to the challenge of wealth in transition?

Especially in the recent market turmoil, many families seek more education on how to better protect their wealth. Wealth in transition may arrive predictably, or suddenly. Preparedness is a major concern for all families with substantial assets. Since 1999, The Wharton School and the Institute for Private Investors (IPI) have helped families meet the complex challenge of wealth management education.

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. To gain the foundation of knowledge necessary to oversee substantial private wealth, Wharton offers Private Wealth Manage­ment, a five-day residential program held twice annually at the University of Pennsylvania.

The program, first designed for IPI in 1999, 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 and current market challenges.

Participants

Class size is limited to 35 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.