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Family Wealth Management: Advanced Financial Strategies
Wharton Executive Education

Family Wealth Management: Advanced Financial Strategies

Wharton Executive Education, Philadelphia
HomeFinanceWharton Executive EducationFamily Wealth Management: Advanced Financial Strategies
5 daysDuration
in-personFormat
EnglishLanguage
FinanceTopic

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Apr 12 - Apr 16, 2027
5 days · in-person · Instructor-Led · Philadelphia, PA
Open
$13,250

All-inclusive program fee

About This Program

The program addresses the significant intergenerational wealth transfer expected by 2045, which introduces new complexities for wealth advisors. It prepares financial professionals to navigate challenges such as rapidly changing technology, regulatory pressures, and the commoditization of investment management. Family Wealth Management: Advanced Financial Strategies provides participants with an in-depth understanding of financial concepts essential for family office management. It covers how to manage a family's financial assets while considering diverse and potentially conflicting needs of family members. The program delivers practical knowledge for family wealth management, enabling professionals to enhance their services and capitalize on the growing market for advising family offices and ultra-high-net-worth individuals. Ultra-high-net-worth families increasingly seek expert financial guidance to preserve wealth across generations. This program is designed for professional financial advisors and family office executives managing portfolios for these families. It offers a rigorous guide to successful family office advising, incorporating best practices, current research, and trends. Participants will learn the distinctions between family office management and conventional investing. The curriculum explores the complexities of holistic portfolio construction for multi-generational families, including varying risk preferences, investment horizons, tax considerations, estate planning, and succession management. It also reviews alternative asset classes and applications of modern portfolio theory. The program's academic directors, Raffi Amit and Bilge Yilmaz, are experts in asset management. Professor Amit founded the Wharton Global Family Alliance, and Professor Yilmaz is the academic director of the Harris Family Alternative Investments Program. Along with other distinguished lecturers, they provide extensive knowledge in wealth management, supported by data-driven analysis. The classroom experience includes interactive sessions, real-life case studies, and guest speakers. The program aims to equip participants to identify and leverage opportunities within the ongoing historic wealth transfer.

Why Wharton Executive Education?

When Fortune 500 boards, sovereign wealth funds, and serial founders want their senior teams sharpened on finance, strategy, or leadership, they repeatedly arrive at the same address in West Philadelphia. Wharton's executive programs are built on the same faculty who define the academic disciplines themselves — not practitioners brought in to translate research, but the researchers writing it.

Your Profile

  • Family Wealth Management: Advanced Financial Strategies is designed for global financial professionals involved in wealth management, including advisors, private bankers, brokers, and family office executives who presently manage the portfolio of a family office.
  • Fluency in English, written and spoken, is required for participation in Wharton Executive Education programs unless otherwise indicated.

Benefits

  • Grasp the critical differences between conventional investment and family wealth management so you can work more expertly with family offices
  • Explore how to successfully balance the different investment horizons, risk preferences, and liquidity needs of multi-generational families
  • Enhance your financial acumen with high-level discussions of modern portfolio theory, alternative asset classes, and international markets
  • Discover the critical role of manager selection and due diligence in the context of wealth management
  • Learn techniques for fostering effective communication within the family
  • Discover how effective family enterprise governance supports sound decision-making, manages family dynamics, and promotes multigenerational success

What You'll Learn

  • Family Wealth Management: Balancing Family Harmony with Financial Prosperity
  • The Outlook for the Global Economy
  • Modern Portfolio Theory
  • Performance Measurement
  • How to Invest in Volatile Markets: Lessons from Theory and Practice
  • How to Invest in Volatile Markets: Models of Asset Allocation
  • The Total Balance Sheet and Cases of Family Wealth Management
  • Fixed Income
  • Foundation of Family Enterprise Governance
  • Hedge Funds
  • Private Equity and Venture Capital
  • Real Estate
  • Manager Due Diligence
  • Valuation Framework to Assess Opportunities
  • Latest Trends in Wealth Transfer
  • Portfolio Construction
  • International Capital Markets
  • Trends in Family Wealth Management

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