Private Wealth Management
Course Overview
Program Focus & Format
This is a comprehensive, strategic wealth management program designed for high-net-worth individuals and families. Through integrated sessions, participants learn holistic frameworks covering investment strategy, tax planning, estate planning, governance, family dynamics, and advisor selection. The learning combines lectures, real-world case studies, and peer discussions to apply concepts directly to your personal situation.Duration & Schedule
It’s a five-day in-person program, typically offered twice a year (for example, in May and November) at the Gleacher Center in Chicago.
What You'll Learn
Integrated Wealth Strategy Toolkit
You’ll develop clear frameworks to define and align your family’s financial goals, create tax-efficient investment strategies, and build plans for philanthropy and multi-generational wealth transfer—while staying true to your values.Advisor Governance & Oversight Skills
You’ll learn how to select, evaluate, and oversee your advisory relationships, including performance monitoring, accountability systems, and ensuring your advisors’ actions align with your priorities.Estate & Legacy Planning Expertise
The program provides in-depth insights into multigenerational estate planning, legal structures, and strategies for transferring and protecting wealth for future generations.
9,500 USD
The University of Chicago
https://www.uchicago.edu/en
Skills You'll Gain:
