Private Wealth Management

Effectively managing the financial affairs of your family requires an intentional approach built upon a broad understanding of the disciplines involved and the financial services marketplace. Taking time to carefully consider key questions and learning from the faculty and experiences of other families prepare you to make decisions regarding your personal wealth management strategy.

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.

(NOTE: This program has an admissions process and limited seats so please register early. To receive an admissions form via email from our program administrator, register on this page by clicking "Register Now" or call 615.322.2513. If the program session becomes full, you will be notified if you must be placed on the waitlist.)


Meet the Faculty:
Professor Richard Willis and Professor Nick Bollen

What You Will Learn:

You will gain practical information that can be immediately applied to your situation, including:
  • Organizing or evaluating your existing wealth management plan 
  • Answering the perennial question – How much is enough? 
  • Fostering healthy family dynamics regarding money 
  • Evaluating, hiring, and managing external financial, insurance, and legal professionals 
  • Learning secrets of success from leading American families

 

Who Should Attend:

  • Individuals and families with at least $5 million in investable assets who wish to improve their knowledge of personal wealth management
  • Professionals, entrepreneurs, and business leaders who have established substantial wealth
  • Heirs, trust beneficiaries, and other members of families with substantial wealth
  • Those facing a liquidity event or substantial inheritance

 

Length of Program

4 Days

Continuing Education Units

2.5 Units

Cost

$9,500
tuition, instructional materials, and all scheduled meals listed in program.

Location

Owen Graduate School of Management

Scheduled Dates

If this program is not currently scheduled or you would like to be notified when additional sections are scheduled please fill out this form

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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

Richard Willis

Anne Marie and Thomas B. Walker, Jr., Associate Professor of Accounting

Richard Willis has extensive experience in the accounting profession as a corporate accountant and market research analyst, as well as a distinguished body of academic research in many leading publications. Prior to his academic career, he worked for Coopers & Lybrand, LLP, where he developed materials pertaining to accounting for stock-based compensation.