Rotman Family Wealth Management Program

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Rotman family wealth management program.

Wealth management and is the co author of the new book family wealth management. It will be of interest to students who aim to work in the private wealth market or who want to better understand wealth management for their own personal and family purposes. Rotman s family wealth program is designed to provide the practical insights and knowledge that families need to oversee the management of their wealth and help each family member to be an. Designed for family members who would like to successfully preserve grow and transition family wealth rotman s family wealth management program provides the practical insights and knowledge that families like yours need.

This course focuses on the financial management issues faced by private wealth holders. Effectively managing family wealth is a critical to ensure the long term financial success of wealthy families. This course is for wealth owners only. 7 imperatives for successful investing in the new world order.

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. 12 regular sessions and one extended group presentation class. This three and a half day intensive program for family members and family office staff will be held in toronto from may 2nd to 5th 2019 and will be taught by tom mccullough and. He teaches the management of private wealth in the mba program at the university of toronto s rotman school of management and is also co author of the books family wealth management and wealth of wisdom.

Program fee does not include applicable taxes. 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. Michael lagopoulos is the retired deputy chairman of royal bank of canada wealth management. Find rotman s family wealth management program program details such as dates duration location and price with the economist executive education navigator.

The effective management of family wealth is a critical skill set in ensuring the long term financial success of wealthy families. Designed for family members who would like to successfully preserve grow and transition family wealth rotman s family wealth management program provides the practical insights and knowledge that families like yours need.