Course Offering:

Private Wealth Management

An Integrated, Strategic Approach to Wealth Management for High Net Worth Individuals and Families

Apr 28–May 1, 2015
Oct 27-Oct 30, 2015
At Gleacher Center Chicago

Learn More » Executive Education: Chicago Booth
 

Education

Educated wealth owners make better decisions and better use of their advisers.

Wealth Strategist Partners works closely with the University of Chicago Booth School of Business in Chicago and the NUMA Foundation in Madrid to design and deliver Private Wealth Management (PWM), four-day executive education programs open only to wealthy individuals and families. PWM programs are rigorous, incorporating lectures, case studies, and small and large group discussion.

PWM courses consistently achieve very high participant satisfaction scores. Ninety percent of PWM alumni report that they think differently about their family’s risks and opportunities as a result of their experience at PWM, and 98% would recommend PWM to friends and family.

PWM course participants…

  • have built wealth in this generation, have inherited family wealth, or are contemplating or have recently experienced a liquidity event.
  • are global — all programs consistently include international individuals and families.
  • often attend with family members. Alumni tell us that this helps them to discuss sensitive topics and to apply the lessons learned directly to their specific situations.

Private Wealth Management takes place twice annually in Chicago and once annually in Madrid.

We wealth owners owe it to ourselves to learn, to protect our own interests, and to hold our advisers accountable. Then trust will be a by-product of fact rather than hope.

Stuart Lucas, “Advice for the Adviser,” WEALTH Magazine

PWM Alumni Wealth Profile