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).

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.

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.

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. 

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.

Program Dates

October 2-5, 2018
(Optional session: Investment Fundamentals, October 1)

Enrollment is limited. Please apply by September 1 for the October 2018 program

“The course provided the perfect launch platform for setting my financial objectives and beginning the exercise of deciding on investment strategies and confronting the overall wealth management challenge."
- Guillaume Cuvelier, Founder and Former CEO, Svedka Vodka

Program Fee


Download Private Wealth Management Brochure

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