Rotman's Family Wealth Management Program

PROGRAM


Rotman's Family Wealth Management Program




Course Dates:
21/05/2020 To 24/05/2020


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

When More Is Not Better

VIEWPOINT

A Leadership Stimulus Package

Rotman School of Management’s Nouman Ashraf offers a prescription for better post-pandemic leadership

VIEWPOINT

Building Back Better After the Pandemic

BOOK REVIEW

Economics Beyond the Pandemic

VIEWPOINT

Innovation Readiness for the New Normal



 
Close
Google Analytics Alternative