PROGRAM

Private Wealth Management LATAM

Course Dates:

08/11/2017 To 10/11/2017

Cost:

USD $ 7800

Language of Instruction:

English

Private Wealth Management LATAM builds on the capabilities that can help you oversee the management of your family office and ensure that the assets of your clients’ family business continue to grow as their business grows.

Wharton, in collaboration with the Family Business and Office School, has designed an executive education program to help financial advisors treat wealth management as a discipline — to better enable wealth management professionals to meet the unique challenges of their ultra-high-net-worth clientele.