Best executive courses in Private Wealth in United States

How can we help you?

For individuals

  • Analyze individual requirements
  • Provide relevant program recommendations

For corporate customers

  • Development of a customized program
  • Selection of educators with online teaching experience
  • Deployment of a customized LMS

Graziadio School of Business and Management

2,999 USD

This two and a half day program introduces family office personnel and advisors to best financial management practices to better manage their organization’s finances and make informed investment decisions. We invite family office management personnel and advisors that work within the family...

Oct 17—19, 2022

3 days in Malibu, California, United States

2,999 USD

Kellogg School of Management

5,500 USD

How can you align the goals of the family office with the goals of its clients and stakeholders? How can your office develop and promote your client’s trust in the family office? What is the best approach to challenging conversations with family stakeholders around wealth management, governance...

Jun 6—8, 2023

3 days in Miami, Florida, United States

5,500 USD

Foster School of Business

15,500 USD

According to the Family Firm Institute, family companies represent two-thirds of all businesses around the world and generate 70% of annual global GDP. It is evident how much impact family-owned businesses have in our global economy, but how could we ensure these businesses maintain healthy...

Sep 19, 2022—Jun 6, 2023

1 day in Seattle, Washington, United States

15,500 USD

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Harvard Business School

47,500 USD

Nov 13—18, 2022

1 day in Boston, Massachusetts, United States

47,500 USD

Booth School of Business

11,800 USD

Through an energizing mix of rigorous academic insight and practical experience, this program teaches wealth owners a comprehensive, integrated, and strategic approach to wealth management. As a wealthy individual, you are working to protect and grow your wealth, enjoy financial security, and...

Oct 10—14, 2022

5 days in Chicago, Illinois, United States

11,800 USD

Sloan School of Management

36,000 USD

Oct 17—21, 2022

5 days in Cambridge, Massachusetts, United States

36,000 USD

Harvard Business School

10,500 USD

Mar 26—29, 2023

1 day in Boston, Massachusetts, United States

10,500 USD

Sloan School of Management

42,000 USD

Apr 23—28, 2023

6 days in Cambridge, Massachusetts, United States

42,000 USD

Booth School of Business

7,295 USD

An advanced credential created specifically for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes,...

Mar 19—23, 2023

1 day in Chicago, Illinois, United States

7,295 USD

How can we help you?

For individuals

  • Analyze individual requirements
  • Provide relevant program recommendations

For corporate customers

  • Development of a customized program
  • Selection of educators with online teaching experience
  • Deployment of a customized LMS