About Our Wealth Management Courses
As a wealthy individual or family, 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 situation is unique, and no one solution will suffice for all. In our courses, you will gain frameworks, tools and skills so that you can clarify your family and financial goals, design a strategy to preserve and manage your wealth, and oversee financial advisors with greater confidence, accountability and results.
The open enrollment and custom courses that WSP designs and delivers are rigorous programs exclusively for wealth owners. Participants typically have net worths ranging from $10 million to $10 billion. We operate in a confidential, no-solicitation setting. Courses are relevant to both US and international participants. The faculty and the content they discuss is organized to help participants connect what they learn in each module into an integrated, strategic plan for their wealth.
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Watch Now: Stuart Lucas talks about the issues wealthy families face today.
“A well-designed, shared wealth management strategy is in many ways simply a financial expression and reinforcement of a family’s shared values.”
From
“Overcoming Entropy”
By Stuart Lucas
Worth Magazine