Delivering best in class investor education for the Next Generation

April 28 - May 3, 2024 Philadelphia, PA

Given recent market events, many families seek more education on how to better protect their wealth. Wealth in transition may arrive predictably, or suddenly. Preparedness is a major concern for all families with substantial assets. For more than 20 years, The Wharton School and the Institute for Private Investors (IPI) have helped families meet the complex challenge of wealth management education.

For more information and full program details, please click here to visit Wharton's website.

Many families find that investment decisions are difficult to make, especially after a family has sold a business or when younger family members are first asked to help make decisions about a family’s portfolio. To gain the foundation of knowledge necessary to oversee substantial private wealth, Wharton offers Private Wealth Management, a five-day residential program held bi-annually at the University of Pennsylvania.

The program, first designed for IPI in 1999, allows participants to increase their depth of knowledge in key areas of wealth management, while having the unusual opportunity to meet and work with others, like themselves, who are part of a family with substantial assets. The case study for the program is directly related to private wealth management issues and current market challenges.

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