As a wealthy individual, you are working to protect and grow your wealth, enjoy financial security, and build a lasting legacy. Effective investment management is critical, of course, but successful wealth management is an integrated and strategic discipline which also includes tax, estate planning, philanthropy, governance, and family culture. Each family's situation is unique, and no one solution will suffice for all.

By attending this program, you will:

Clarify your family and financial goals.

Design a strategy to preserve and manage your wealth.

Oversee financial advisors with greater confidence, accountability, and results.

The program incorporates case studies, lectures, and small and large group discussions. Because some of the most valuable learning in the course takes place in the shared experiences among classmates and peers, we create a confidential and solicitation-free environment. All participants must sign a confidentiality agreement before joining the course.

To facilitate the interactive nature of the course experience, enrollment is limited. Please submit your application early to assure your place.

Investment Fundamentals (Optional)
Held on Monday of the program week (1:30 - 5 p.m.)

Spring 2017 - May 15, 2017

Fall 2017 - October 16, 2017

This session covers investment basics for those with limited investment experience or for those who would like a concentrated refresher. Participants with limited exposure to investing concepts are strongly encouraged to attend this optional session. This session will focus on the basics of investments such as stocks, bonds, mutual funds, exchange-traded funds (ETFs), and hedge funds; access to investments through advisors, brokers, and direct investments; understanding performance reports; fees and other costs; and measures of risk and return.

This program is also offered in Spain. 

Chicago Booth, Gleacher Center, Chicago IL 

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