Rotman Family Wealth Management Program

Effectively managing family wealth is a critical to ensure the long term financial success of wealthy families.

Rotman family wealth management program.

For the fifth consecutive year the university of toronto s rotman school of management is once again pleased to offer the rotman family wealth management course. 12 regular sessions and one extended group presentation class. The top 50 questions wealthy families ask. Over three and a half days our expert faculty will help each family member become an excellent leader and or contributor.

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. A chartered accountant by profession he has spent 36 years in the wealth management industry. Program fee does not include applicable taxes. 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. Find rotman s family wealth management program program details such as dates duration location and price with the economist executive education navigator. This course is for wealth owners only. The effective management of family wealth is a critical skill set in ensuring the long term financial success of wealthy families.

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. Wealth management and is the co author of the new book family wealth management. Michael lagopoulos is the retired deputy chairman of royal bank of canada wealth management. 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.

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. 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.