Education | Campden Wealth

Education

Family Wealth Essentials series

Delivering a foundation of knowledge and tools for successfully managing family wealth

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Wharton Private Wealth management programme

Delivering best-in-class investor education for the next generation

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Family Wealth Essentials series value proposition

A virtual training platform empowering families with practical knowledge and tools to make informed decisions. Drawing on deep expertise and real-world experiences, our programmes are designed to guide the whole family through all stages of ownership and growth. Each module will enable class participants to build competence and confidence in developing strategies and structures that meet their family’s needs and goals.

Overarching learning objectives:

To equip wealth holders with the knowledge to become responsible stewards and guardians of their family wealth, business and family values
To help families evolve, adapt and be well prepared for transitions

Target Audience:

Current generation of family business owners/leaders
Next gen
Non-family senior FO executives

Benefits

Accessible courses for the whole family

Ability to mix and match modules for multiple family members without the commitment to fulfil the whole course

Flexible virtual delivery

Self-paced learning via weekly bite-sized videos that can be accessed anytime from anywhere

Multi-disciplinary approach

Choose from a series of modules including stewardship of wealth, governance, communication, family business leadership, family office and succession planning

Inspirational learning

Facilitated by expert practitioners and supported by storytelling from real families

Global connectivity

Learn alongside other families from around the globe

Practical takeaways

Equip yourself and your family with the fundamental knowledge and tools to make better decisions

Certification

Be part of an elite alumni consisting of the world’s leading family businesses and family offices

Best practice

Anticipate, respond to and plan for issues shaping the future of your family

Extraordinary value

A cost-efficient way to build knowledge and understanding

Soft Skills development

Learn soft skills like values, effective communication and leadership

PRIVATE WEALTH MANAGEMENT PROGRAM

Delivering best-in-class education for the next generation

The Private Wealth Management Program at Wharton typically is held on Wharton’s Philadelphia campus twice annually, in spring and summer.
Given recent market events, many families seek more education on how to better protect their wealth. Wealth in transition may arrive predictably, or suddenly. Preparedness is a major concern for all families with substantial assets. For more than 20 years, The Wharton School and the Institute for Private Investors (IPI) have helped families meet the complex challenge of wealth management education.

Experience & Impact

Regardless of whether you are transitioning leadership from one generation to another, selling a business or simply trying to make better decisions regarding your family‘s wealth, Private Wealth Management offers a unique learning opportunity. This immersive, five-day course will give you the knowledge and the confidence needed to achieve your wealth-management goals.

Program Highlights & Benefits

Increase your depth of knowledge in key areas of private wealth management
Learn the latest thinking in modern portfolio theory, global markets, asset allocation, family governance and manager selection
Meet and collaborate with others who are also part of a wealthy family and have the need for family asset management

Session topics include:

Performance measurement and manager evaluation
Historical returns in markets
Post-crisis markets
Modern portfolio theory
Family governance and wealth transfer
Asset allocation
Benchmarks
Hedge funds: Evidence and case studies
Wealth management unwrapped

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I need to tell you how profound this past week has been — I just know there is so much that happened on such a deep level that it will persist for many years. In fact, I think many lives will end up being affected, in very positive ways.

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