Programs

Wharton Private Wealth Management Program

Pre-Reading

Required reading:

Books:

  1. Hughes, James E. Jr., Family Wealth: Keeping It in the Family, Bloomberg Press 2004
  2. Lucas, Stuart, Wealth: Grow It, Protect It, Spend It, Share It, Wharton School Publishing, 2008

Case study: The Currency Family

 

For reference:

  1. Barron's, Dictionary of Finance and Investment Terms

Articles (please read in this order)

  1. Beyer, Charlotte B, “Working with Professional Money Managers: Balancing Control and Delegation,” Wealthy and Wise, Heidi Steiger, Ed., John Wiley & Sons, 2003
  2. Marks, Howard, “The Investment Realist’s Creed,” Trusts and Estates, April 2002

Recommended reading, although not required:

 

Books:

  1. Buffett, Peter, Life Is What You Make It: Find Your Own Path to Fulfillment,Random House, 2010
  2. Collier, Charles W., Wealth in Families, Harvard College, 2001
  3. Ellis, Charles D., Winning the Loser's Game: Timeless Strategies for Investing, McGraw-Hill, 2002
  4. Hausner, Lee and Freeman, Douglas K. The Legacy Family: The Definitive Guide to Creating a Successful Multigenerational Family, Palgrave Macmillan, 2009
  5. Lowenhaupt, Charles A. and Trone, Donald B., Freedom from Wealth, McGraw-Hill, 2002
  6. Williams, Roy O. and Vic Preisser, Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values, Robert D. Reid Publishers, 2003