Rotman's Family Wealth Management Program

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.