Private Wealth Management

If you're a high-net-worth individual or family and want to design a personalized wealth strategy, think Chicago Booth for Private Wealth Management (PWM).

There are many roads to growing and protecting financial capital, while reinforcing personal values that support a flourishing family. In this program, you can explore options and decide which one is right for you and your family. 

You will gain tools to evaluate the cornerstones of a successful wealth management plan, such as management of the economic engine, control of costs, effective governance, and the expression of personal and family values. Learn how to become a steward of your wealth - protecting your financial capital for you and generations to come.

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Learn data-driven, tested, and actionable frameworks to manage your wealth.

By attending, you will:

  • Clarify your family and financial goals.
  • Design a strategy to preserve and manage your wealth.
  • Oversee financial advisors with greater confidence, accountability, and results. 

Attendees have been first-generation entrepreneurs, multi-generation inheritors, and business executives. So regardless of your circumstances, this program strives to help you manage and protect your financial capital.

By downloading the PWM brochure, you will also be provided access to the introduction of Professor Stuart Lucas' Book Wealth: Grow it and Protect it.

Program Dates

April 24-27, 2018
October 2-5, 2018

Program Fee


Download Private Wealth Management Brochure

Please fill out the form below to download our brochure.