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
Continuing Education Units
tuition, instructional materials, and all scheduled meals listed in program.
Owen Graduate School of Management