Open Enrollment Upcoming Courses
The current schedule of open enrollment courses is below.
For more information, or for a course application, please contact Cynthia Wambold at 312-863-6083 or Mark Lewis, Associate Director of Executive Education at the University of Chicago Booth School of Business, at 312-423-8040.
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Private Wealth Management Exclusively for High Net Worth Individuals and Families
- Location:
- University of Chicago Booth School of Business, Chicago, Illinois
- Dates:
- June 8-11, 2010
- November 2-5, 2010
As a wealthy individual, you are working to preserve 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 that also includes tax, estate planning, philanthropy, governance and family culture. Each family's situation is unique, and no one solution will suffice for all. In this program, 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 rigorous 4-day program incorporates case studies, lectures, and small and large group discussion. Stuart Lucas leads the course and co-teaches alongside University of Chicago faculty and independent experts who are leaders in their fields. Some of the most valuable learning in the course takes place in the shared experiences among classmates and peers, so the highly-interactive program carefully creates and protects a confidential environment.
Private Wealth Management is designed for US and international individuals and families who have built wealth in this generation, have inherited family wealth, or are contemplating or have recently experienced a major liquidity event.
To facilitate the interactive nature of the course experience, the program is capped at 50 participants. Please get your application in early to assure your place.
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Private Wealth Management Exclusively for High Net Worth Individuals and Families (Spain)
- Location:
- Madrid, Spain
- Dates:
- May 10-13, 2010
A rigorous 4-day program led by Stuart Lucas along with University of Chicago faculty and independent local experts who are leaders in their fields. Some of the most valuable learning in the course takes place in the shared experiences among classmates and peers, so the highly interactive program carefully creates and protects a confidential environment.
Private Wealth Management Spain is designed for individuals and families in Spain who have built wealth in this generation, have inherited family wealth, or are contemplating or have recently experienced a major liquidity event.
Stuart Lucas talks about the issues wealthy families face today. Watch Now >
“The simple fact is that it is as hard to maintain and grow wealth once you have it as it was to generate it in the first place.”
From Wealth,
by Stuart Lucas
Listen to the Introduction >
