

Private Wealth Management

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 — 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 — U.S. News & World Report (2024)#1 MBA Program Globally — Financial Times Global MBA Ranking (2024)#3 Global MBA — 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 — 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 — 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 — 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 — 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 — cohorts of 40 to 80 senior professionals — is frequently cited as the most durable and valuable outcome.
Next Available Cohort
Choose your preferred start date
All-inclusive program fee
Duration
N/A
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 — not practitioners brought in to translate research, but the researchers writing it.
Your Profile
- Private Wealth Management is designed for ultra-high-net-worth family members whose family is in transition from illiquid to liquid assets or whose leadership is shifting from one generation to the next. The program also attracts financially sophisticated individuals who seek a more disciplined strategy for today’s financial markets and individuals looking for a current and rigorous curriculum on wealth management.
- Participants in this program are a diverse group of global investors from multiple geographies, carefully selected to ensure an exclusive experience and to promote effective peer-to-peer learning and relationship building. Faculty tailor the program content to reflect the needs of the participants, ensuring application richness and relevance. They enjoy an executive education experience that truly resonates with them and meets their learning needs.
Benefits
- Private Wealth Management offers an immersive, six-day learning experience that will increase your knowledge and ability to make confident, informed wealth management decisions.
- Throughout the PWM learning journey, you will heighten your understanding of financial asset classes and wealth allocation strategies, and learn how to strengthen the Family Office. This content, which will be delivered through multiple learning modalities, targets the specific needs and requirements of family wealth holders (rather than advisors or family office executives).
- PWM also taps into the wisdom of program participants, each of whom brings unique perspectives and expertise. Participants are screened through an interview process conducted with IPI. This allows all participants to be in a room of their peers. In this way, PWM ignites peer-to-peer learning in an exclusive, confidential setting that fosters long-lasting relationships with other family wealth holders.
- Underpinning and further distinguishing it from other wealth management programs, PWM engages participants in a proprietary case study. Families in the program will need to solve for the investment, philanthropic, and governance challenges presented in the case study. This immediate application of classroom learning provides a memorable experience and reinforces the practical knowledge upon which participants will draw for years to come.
- Wharton faculty – led by Nikolai Roussanov, a leading expert in capital markets and behavioral finance, and Mike Kane, a recognized leader in the family office space who is the founder and principal of a single family office– will apply both field-based research and first-hand experiences to broaden your perspectives.
- Performance Measurement and Manager Evaluation Historical Returns in Markets Behavioral Finance and Investor Psychology Modern Portfolio Theory Family Governance and Wealth Transfer Asset Allocation on a Global Basis Benchmarks Alternative Investments: Hedge Funds, Private Equity, and Real Estate Direct Investments Best Practices in the Family Office Resilience in the Family Office
What You'll Learn
- Performance Measurement and Manager Evaluation
- Historical Returns in Markets
- Behavioral Finance and Investor Psychology
- Modern Portfolio Theory
- Family Governance and Wealth Transfer
- Asset Allocation on a Global Basis
- Alternative Investments: Hedge Funds, Private Equity, and Real Estate
- Best Practices in the Family Office
- Resilience in the Family Office
Frequently Asked Questions
How to Apply
- 1
Check your eligibility
Review the entry requirements listed on this page. Most executive programs require 8–15 years of professional experience.
- 2
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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.
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