Rotman's Family Wealth Management Program

PROGRAM


Rotman's Family Wealth Management Program




Course Dates:
02/06/2022 To 01/03/2022


Cost:
CAD $ 6500

Language of Instruction:
English





The effective management of family wealth is a critical skill set in ensuring the long-term financial success of wealthy families. This program will provide the practical insights and knowledge that families need to oversee the management of their wealth and help each family member to be an excellent leader and/or contributor to the wealth management process. Participants will learn the key building blocks and frameworks for successful wealth management, how to create an integrated wealth management strategy that considers the family's complete financial picture, and how to avoid common catastrophic mistakes.

The program is designed for family members who would like to learn more about the wealth management process and how to successfully preserve, grow, and transition family wealth.

 


Rotman School of Management, University of Toronto



Tel : 416-978-8815



ARTICLES YOU MIGHT LIKE

BOOK REVIEW

The Disruptive Economics of AI

WEBINAR

Intentional Leadership: 8 Key Capabilities of Successful Leaders [Webinar recording]

Rose Patten, Chancellor of the University of Toronto, in an interview and event focusing on the eight capabilities of resilient and intentional leaders

VIEWPOINT

Understanding Leadership Psychology

VIEWPOINT

Learning Business Readiness

BOOK REVIEW

Brave New Business Thinking



 
Close
Google Analytics Alternative