WHO SHOULD ATTEND
This program is for wealth owners only, with financial assets of USD $10 million or more. Single-family office executives may attend with principal family members, but no other financial advisors may attend. 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.
KEY BENEFITS OF THE PROGRAM
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.
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.
PWM RANKS HIGH
In a recent survey, 94 percent of participants said they felt they’ve become a better steward of their wealth after attending PWM and 100 percent would recommend the program to others. Approximately 25 percent of the participants in each session are friends or family of previous course participants.