Personal Wealth Management

Effectively managing your financial affairs requires an intentional approach, a broad understanding of the disciplines involved and knowledge about the professional services marketplace. Vanderbilt faculty and experienced professionals will teach you the fundamentals of wealth management and the process of developing an organized and effective plan for managing your financial affairs. The course will also focus on how to foster healthy family dynamics regarding wealth for current and future generations.

This course presents a comprehensive overview of the disciplines involved in creating, refining, and managing your personal wealth strategy. The small class size provides a confidential, intimate environment where you will learn with your peers.

Meet the Faculty:
Professor Nick Bollen and Adjunct Professor Keith Whitaker

What You Will Learn:

You will gain practical information that can be immediately applied to your situation, including:
  • Evaluating your existing wealth management plan - are there gaps or hidden risks?
  • Answering the perennial question: How much is enough? 
  • Learning how to build and manage your investment portfolio
  • Evaluating, hiring, and managing external financial, insurance, and legal professionals 
  • Talking to your kids about money


Who Should Attend:

  • Professionals, entrepreneurs, and business leaders
  • High income earners in the wealth accumulation phase
  • Heirs, trust beneficiaries, and other members of families with wealth
  • Those facing a liquidity event or inheritance


Length of Program

2 Days

Continuing Education Units

1.5 Units


tuition, instructional materials, and all scheduled meals listed in program.


Owen Graduate School of Management

Scheduled Dates

There is a 2016 section waiting to be scheduled

Meet Your Instructor

Instructor Photo

Nicolas Bollen

E. Bronson Ingram Research Professor of Finance

Nicolas Bollen has had more than a dozen research papers accepted for publication since joining Owen's faculty in 2001, including eight in the top finance journals. His current research agenda is focused on hedge funds. Two of his recent papers have been accepted for publication in The Journal of Finance. Nick’s co-authored paper, “Do Hedge Fund Managers Misreport Returns? Evidence from the Pooled Distribution” was highlighted in The Wall Street Journal and has been downloaded over 1,000 times since it was made publicly available in October 2007.

Instructor Photo

Dr. Keith Whitaker

Adjunct professor in the Private Wealth Management Series at Owen Graduate School of Management, Executive Development Institute.

Dr. Keith Whitaker

Keith is a founding president of Wise Counsel Research—a think-tank focused on wealth and philanthropy—and an adjunct professor of Management at Vanderbilt University Owen Graduate School of Business. Keith has many years' experience consulting with advisors to and leaders of enterprising families. He helps families plan succession, develop next generation talent, and communicate around estate planning. Keith served as a Managing Director at Wells Fargo, where he founded the innovative Family Dynamics Practice. He has also served as a researcher at the Boston College Centeron Wealth and Philanthropy, a private trustee, director of a private foundation, and an adjunct assistant professor of philosophy. With Dr. Susan Massenzio and James E. Hughes, Esq., Keith published The Voice of the Rising Generation: Family Wealth &Wisdom (Bloomberg,2014) and The Cycle of the Gift: Family Wealth &Wisdom (Bloomberg, 2013). Keith's writings and commentary have appeared in The Wall Street Journal, The New York Times, The Financial Times, and Philanthropy Magazine. With Dr. Paul Schervish, he also published Wealth and the Will of God (Indiana University Press, 2010). Family Wealth Report named Keith the 2015 "outstanding individual contributor to wealth management thought-leadership."Keith is a member of the Boston Estate Planning Council and a founding member of the Collaboration for Family Flourishing. He holds a Ph.D. in Social Thought from the University of Chicago and a BA and MA in Classics and Philosophy from Boston University.