FamilyBusiness
SOLUTIONS HUB
Private Wealth Management, Wharton Executive Education – The Wharton School
Steinberg Conference Center
255 South 38th Street
Philadelphia, PA 19104
United States
215-573-0864
Fax: 215-386-4304
Jen Gers
Director, Financial Services
WHO WE ARE
Through class lectures and interactive casework, participants in Private Wealth Management will build a baseline for understanding financial terms and investment performance metrics. They will increase their knowledge in key areas of wealth-management portfolio diversification as well as asset allocation, and learn how to select the right financial advisors. In addition to classroom learning, participants will also have the unusual opportunity to meet others who are part of a family with substantial wealth.