

Family Wealth Management: Advanced Financial Strategies

Wharton Executive Education
The Wharton School of the University of Pennsylvania, founded in 1881, holds the distinction of being the first collegiate business school in the United States. Located on Penn's Ivy League campus in Philadelphia, Pennsylvania, it is a university-affiliated institution with deep roots in rigorous, evidence-based inquiry β a tradition established by its founder, industrialist Joseph Wharton, who believed business education should be a serious academic pursuit, not vocational training. That founding conviction still shapes the school today: Wharton faculty are expected to publish in the most demanding academic journals while remaining engaged with the real problems of practice. The result is a school that treats management as a discipline as serious as medicine or law.Accreditations and RankingsAccreditations:AACSB accreditedEQUIS accreditedAMBA accredited(Triple Crown accredited)Rankings:#1 Best Business School β U.S. News & World Report (2024)#1 MBA Program Globally β Financial Times Global MBA Ranking (2024)#3 Global MBA β QS World University Rankings: Business Masters & MBA (2024)Consistently ranked among the top three business schools globally across major rankings over the past decadeExecutive Education at a GlanceWharton Executive Education is one of the largest executive education operations in the world, serving more than 10,000 participants annually across open-enrollment and custom programs. The open-enrollment catalogue runs to over 70 programs covering finance, leadership, strategy, marketing, business analytics, and general management β with named flagship offerings including the Advanced Management Program (AMP), the General Management Program (GMP), and the CFO: Becoming a Complete Financial Leader program. Custom programs, developed exclusively for corporate clients, represent a significant share of total activity and have been delivered for organisations including Google, KPMG, and Siemens.Programs range from two-day intensives to multi-month blended journeys, and Wharton has invested heavily in live online delivery since 2020, with many programs now offered in-person at the Philadelphia campus, virtually, or in hybrid format. Open-enrollment program fees typically range from approximately $4,000 for shorter online programs to over $60,000 for the flagship Advanced Management Program. A small number of need-based and merit-based support options exist for eligible participants.Campus and FacilitiesWharton's executive education programs are anchored in Huntsman Hall, a striking glass-and-steel structure completed in 2002 and designed specifically for collaborative learning, with tiered seminar rooms, breakout spaces, and abundant natural light across its 325,000 square feet. Participants in residential programs stay and work within the broader University of Pennsylvania campus β one of the most architecturally cohesive Ivy League environments in the country, where Gothic collegiate buildings sit alongside modern research facilities. Philadelphia itself is an underappreciated asset: the city is home to a dense concentration of healthcare systems, asset managers, law firms, and manufacturing conglomerates, making it an unusually rich backdrop for case discussions that require real industry texture. The campus is also 95 minutes from New York City by train, and many programs incorporate site visits or speaker engagements that draw on that proximity.Faculty and ResearchWharton's full-time faculty numbers over 235 across ten academic departments, with particular depth in finance, operations, statistics, and management β departments that have produced Nobel laureates and some of the most-cited scholars in their fields. Research centres directly relevant to executive participants include the Wharton Financial Institutions Center, the Mack Institute for Innovation Management, the Wharton Neuroscience Initiative, and the People Analytics Institute, which has effectively built a new discipline around data-driven HR and organisational behaviour. Faculty teaching in executive programs are active researchers, not emeriti or adjuncts: participants frequently find themselves in the room with the person who wrote the paper that influenced their industry. This proximity between knowledge creation and knowledge delivery is genuinely rare and difficult to replicate.Student Body, Alumni, and Career OutcomesWharton's executive education cohorts draw participants from over 75 countries in any given year, with particularly strong representation from North America, Europe, and Southeast Asia, spanning industries from financial services and technology to government and healthcare. The broader Wharton alumni network encompasses more than 100,000 graduates globally, including a disproportionate concentration in senior finance roles β Wharton alumni are notably well-represented among CFOs, CIOs, and private equity partners at major institutions. Notable alumni across degree and executive programs include Elon Musk, Sundar Pichai, and former U.S. President Donald Trump, though the executive education network is defined less by individual celebrity and more by a remarkably dense web of senior operators across industries. For participants in programs such as the AMP or GMP, the peer network formed during the program β cohorts of 40 to 80 senior professionals β is frequently cited as the most durable and valuable outcome.
Available Cohorts
Choose your preferred start date
All-inclusive program fee
Duration
5 days
Format
in-person
Topic
Finance
Language
English
About This Program
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 β 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
- In the current environment, ultra-high-net-worth families are increasingly seeking expert financial guidance to maintain ownership of their wealth across time. If you are a professional financial advisor or family office executive who manages the portfolio of these high-net-worth families, this program is for you.
- Family Wealth Management: Advanced Financial Strategies provides you with a rigorous, in-depth guide to being a successful family office advisor, covering best practices, cutting-edge research, and the latest trends. You will begin by grasping the differences between family office management and conventional investing. Explore the complexities of holistic portfolio construction for multi-generational, multi-branch families, including differential risk preferences and investment horizons, tax considerations, estate planning, and succession management. Youβll also receive a granular review of the alternative asset classes that are deployed by these families, as well as reviewing the applications of modern portfolio theory.
- The programβs co-academic directors are top experts in this distinctive area of asset management. Wharton Professor of Management Raffi Amit founded and chairs the Wharton Global Family Alliance (WGFA), a unique academic-family business partnership that brings together influential global families to share thought leadership. Bilge Yilmaz serves as Wharton Private Equity Professor, professor of finance, and academic director of the Harris Family Alternative Investments Program. Along with the other distinguished lecturers in this program, they offer you a breadth and depth of knowledge in wealth management β backed by uncompromising data-driven analysis β unmatched by any faculty worldwide.
- The classroom experience is enhanced with interactive sessions, real-life case studies, and guest speakers. Overall, Family Wealth Management: Advanced Financial Strategies fully equips you to seize opportunities and expand your client base during the historic wealth transfer occurring in our time.
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 Investing
- Private Equity and Venture Capital
- Manager Due Diligence
- Valuation Framework to Assess Opportunities
- Latest Trends in Wealth Transfer
- Portfolio Construction
- International Capital Markets
- Trends in Family Wealth Management
Frequently Asked Questions
How to Apply
- 1
Check your eligibility
Review the entry requirements listed on this page. Most executive programs require 8β15 years of professional experience.
- 2
Compare programs
Use Gradia's comparison tool to evaluate up to 3 programs side-by-side on fees, duration, format, and accreditation.
Compare programs β - 3
Contact the school
Send a message directly to Wharton Executive Education via Gradia to request a brochure or speak with an admissions advisor.
- 4
Prepare your application
Gather your CV, reference letters, and any required test scores. Many EMBA programs waive standardised tests for senior candidates.
- 5
Submit your application
Apply directly through Wharton Executive Education's official application portal.
Apply now β
Other Finance programs at Wharton Executive Education
1 / 2020 programs available