Top Business School Offers Private Wealth Management Program

Share Article

University of Chicago Graduate School of Business offers Private Wealth Management for High Net Worth Individuals and Families, an executive education program.

The University of Chicago Graduate School of Business (
will offer Private Wealth Management for High Net Worth Individuals and Families, an executive education program, September 22-25, 2008 at the school's Gleacher Center in downtown Chicago.
The program, which offers a strategic and integrated approach to wealth management, will help wealth owners grow and protect their financial capital while reinforcing personal values that support flourishing families.

"Managing wealth effectively is every bit as hard as creating it in the first place," says Stuart E. Lucas, CFA, co-director of the program, author of the acclaimed book "Wealth" and fourth generation steward of his family's fortune. "Now that they've made it, what do people want to accomplish with their wealth? It's a question not enough people ask. But we do."

Designed specifically for the wealth owner, the four-day program will equip participants with the tools and techniques necessary for building and executing a successful wealth management plan. Combining lecture, case study and breakout groups, the program integrates sessions on investing, cash flow management, selecting advisors, governance, philanthropy and entrepreneurial stewardship into a coherent whole. Bill Brewer, CEO of Cornell Forge who attended an earlier version of this course, had this to say: "[It's] rare to have access to this quality of participants, academics and professionals. Great experience not solely based on program content, but the total class."

"Successful wealth management involves the integrated and effective management of all these components," says Steven Kaplan, Neubauer Family Professor of Entrepreneurship and Finance at Chicago GSB and co-director of the program. "From the feedback we've received, participants found the course a valuable use of their time, plus they enjoyed the classroom experience. They also appreciated the confidential environment where they got to know fellow wealth owners challenged with similar issues. "
"The typical participant has a substantial net worth and has had or is contemplating a "liquidity event," whether through the sale of a company, inheritance, or other major wealth transition. We regularly receive participants from around the world, as well as multiple generations of the same family," says John Heaton, Joseph L. Gidwitz Professor of Finance at Chicago GSB who teaches traditional investing and hedge funds.

Howard Helsinger, a lecturer at the University of Chicago Law School and a partner at Sugar, Friedberg and Felsenthal, a Chicago law firm, teaches tax and estate planning.

"Today's wealth management industry is complex and ever changing and so are family dynamics", says Sara Hamilton, founder and CEO of Family Office Exchange, and lecturer on selection of advisors and family governance. "This can make wealth management a difficult challenge. This program will provide participants with the tools and techniques to make sound decisions that are closely aligned with their values, skills, interests, risk tolerance and family dynamics."

Participation in the September 22-25, 2008 Private Wealth Management executive education program will be limited to 50 high-net-worth individuals. To register, visit
The University of Chicago Graduate School of Business, founded in 1898, is recognized globally as one of the world's leading business schools. A leader and innovator in the field of business research and education, its faculty includes renowned scholars and graduates include business leaders around the world.
The Chicago Approach to Management Education is distinguished by how it leverages fundamental knowledge, its rigor, and its practical application to business challenges.
The University of Chicago GSB, offers open enrollment executive education and custom corporate education, in addition to MBA, executive MBA, and PhD programs.

Contact:Charles Schmidt (312.464.8723)        
Charles.Schmidt @


Share article on social media or email:

View article via:

Pdf Print