Later this year, Wharton Executive Education will launch a new executive program aimed at financial advisors of ultra-high net worth clients.
The new program is called "Private Wealth Management Professional Track," and is offered in partnership with the Institute for Private Investors, which is a private investors network.
In the new program, which takes place over four days, participants will work in teams on a case study where they will create an investment plan for a family struggling with decisions regarding their wealth and issues of governance. They'll then present their results to representatives from high-net worth families, who will provide feedback.
The program is designed specifically for financial advisors who work with ultra-high net worth families, and those who aspire to work with them. Typical attendees will work in a family office or might be employed by a bank, brokerage firm, or an independent investment advisory firm.
The first offering of Private Wealth Management Professional Track will begin on October 18th in Philadelphia.
For more information, please see Wharton's Private Wealth Management Professional Track program webpage.
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