Challenging markets require renewed and careful focus. Since 1999, the Institute of Private Investors, IPI, has partnered with The Wharton School to create the Private Wealth Management program. The five day program is offered at The Wharton School’s campus at the University of Pennsylvania and at its new San Francisco campus.
No matter if you are transitioning leadership from one generation to another, selling a business or simply trying to make better decisions regarding your family's wealth, this immersive, five-day course will give you the knowledge and confidence needed to achieve your wealth management goals.